Chesapeake Wealth Management / SPY
Chesapeake Wealth Management’s State Str Spdr S&P 500 Etf T Position
Does Chesapeake Wealth Management own State Str Spdr S&P 500 Etf T (SPY)? Yes — 7.4K shares worth $5M (+1.47% of its 13F portfolio) as of Q1 2026, up from 7.3K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
7.4K
% of Portfolio
+1.47%
Quarters Held
30
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 7.4K | $5M | +1.47% |
| Q4 2025 | 7.3K | $5M | +1.48% |
| Q3 2025 | 7.5K | $5M | +1.53% |
| Q2 2025 | 7.3K | $5M | +1.50% |
| Q1 2025 | 7.5K | $4M | +1.50% |
| Q4 2024 | 7.6K | $4M | +1.53% |
| Q3 2024 | 7.9K | $5M | +1.55% |
| Q2 2024 | 7.9K | $4M | +1.55% |
| Q1 2024 | 7.8K | $4M | +1.49% |
| Q4 2023 | 8.0K | $4M | +1.47% |
| Q3 2023 | 7.8K | $3M | +1.40% |
| Q2 2023 | 8.2K | $4M | +1.43% |
| Q1 2023 | 8.1K | $3M | +1.38% |
| Q4 2022 | 7.8K | $3M | +1.31% |
| Q3 2022 | 7.8K | $3M | +1.28% |
| Q2 2022 | 8.1K | $3M | +1.31% |
| Q1 2022 | 7.5K | $3M | +1.23% |
| Q4 2021 | 7.3K | $3M | +1.17% |
| Q3 2021 | 7.9K | $3M | +1.21% |
| Q2 2021 | 8.2K | $4M | +1.15% |
| Q1 2021 | 8.1K | $3M | +1.07% |
| Q4 2020 | 7.7K | $3M | +0.98% |
| Q3 2020 | 8.3K | $3M | +1.03% |
| Q2 2020 | 9.1K | $3M | +1.12% |
| Q1 2020 | 9.1K | $2M | +1.08% |
| Q4 2019 | 9.5K | $3M | +1.18% |
| Q3 2019 | 9.7K | $3M | +1.18% |
| Q2 2019 | 8.8K | $3M | +1.07% |
| Q1 2019 | 8.1K | $2M | +1.01% |
| Q4 2018 | 8.0K | $2M | +1.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Chesapeake Wealth Management’s full portfolio or all institutional holders of SPY.