SEC 13F Intelligence

Tortuga Wealth Management, Inc / SPY

Tortuga Wealth Management, Inc’s State Str Spdr S&P 500 Etf T Position

Does Tortuga Wealth Management, Inc own State Str Spdr S&P 500 Etf T (SPY)? Yes3.4K shares worth $2M (+2.46% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
3.4K
% of Portfolio
+2.46%
Quarters Held
1
currently held

Position History SPY

Reported value by quarter
Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.4K$2M+2.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tortuga Wealth Management, Inc’s full portfolio or all institutional holders of SPY.