Welch & Forbes LLC

SEC CIK: 0000105495
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Welch & Forbes LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overview All 13F holders of SPY Full Q2 2026 holdings

Shares (Q2 2026): 43,500
Value: $32.5M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of SPY by Welch & Forbes LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	43,500	$32.5M	0.4%	−2,128−4.7%	Reduced	Holders
Q1 2026	45,628	$29.7M	0.4%	−10,530−18.8%	Reduced	Holders
Q4 2025	56,158	$38.3M	0.5%	+15,846+39.3%	Added	Holders
Q3 2025	40,312	$26.9M	0.3%	−504−1.2%	Reduced	Holders
Q2 2025	40,816	$25.2M	0.3%	−1,611−3.8%	Reduced	Holders
Q1 2025	42,427	$23.7M	0.3%	−4,027−8.7%	Reduced	Holders
Q4 2024	46,454	$27.2M	0.4%	+5,334+13.0%	Added	Holders
Q3 2024	41,120	$23.6M	0.3%	+494+1.2%	Added	Holders
Q2 2024	40,626	$22.3M	0.3%	−6,090−13.0%	Reduced	Holders
Q1 2024	46,716	$24.4M	0.3%	−21,711−31.7%	Reduced	Holders
Q4 2023	68,427	$32.5M	0.5%	+22,373+48.6%	Added	Holders
Q3 2023	46,054	$19.7M	0.3%	−154−0.3%	Reduced	Holders
Q2 2023	46,208	$20.5M	0.3%	−220.0%	Reduced	Holders
Q1 2023	46,230	$18.9M	0.3%	−12,203−20.9%	Reduced	Holders
Q4 2022	58,433	$22.3M	0.4%	+14,419+32.8%	Added	Holders
Q3 2022	44,014	$15.7M	0.3%	+176+0.4%	Added	Holders
Q2 2022	43,838	$16.5M	0.3%	+8,334+23.5%	Added	Holders
Q1 2022	35,504	$16.0M	0.3%	−731−2.0%	Reduced	Holders
Q4 2021	36,235	$17.2M	0.3%	+2,552+7.6%	Added	Holders
Q3 2021	33,683	$14.5M	0.2%	+340+1.0%	Added	Holders
Q2 2021	33,343	$14.3M	0.2%	+1,313+4.1%	Added	Holders
Q1 2021	32,030	$12.7M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.