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Livermore
Livermore
ZHEN

Smith Shellnut Wilson LLC

SEC CIK
0000944317
Latest filing
Aug 3, 2026

SPY holding history

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

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
867
Value
$647.5K
% of portfolio
0.2%
Quarters held
17
Since Q4 2021
Holdings of SPY by Smith Shellnut Wilson LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026867$647.5K0.2%−225−20.6%ReducedHolders
Q1 20261,092$710.2K0.3%+24+2.2%AddedHolders
Q4 20251,068$728.3K0.3%00.0%UnchangedHolders
Q3 20251,068$711.5K0.3%+1,068NewHolders
Q1 20250$00.0%−1,050−100.0%Sold outHolders
Q4 20241,050$615.4K0.3%00.0%UnchangedHolders
Q3 20241,050$602.4K0.3%00.0%UnchangedHolders
Q2 20241,050$571.4K0.3%00.0%UnchangedHolders
Q1 20241,050$549.2K0.3%00.0%UnchangedHolders
Q4 20231,050$499.1K0.3%+208+24.7%AddedHolders
Q3 2023842$359.9K0.2%−35−4.0%ReducedHolders
Q2 2023877$388.8K0.2%00.0%UnchangedHolders
Q1 2023877$359.0K0.2%00.0%UnchangedHolders
Q4 2022877$335.4K0.2%00.0%UnchangedHolders
Q3 2022877$313.0K0.2%00.0%UnchangedHolders
Q2 2022877$331.0K0.2%00.0%UnchangedHolders
Q1 2022877$396.0K0.2%00.0%UnchangedHolders
Q4 2021877$417.0K0.2%+877NewHolders