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Greenberg Financial Group

SEC CIK
0000946626
Latest filing
Jan 22, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Greenberg Financial Group, 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 Q4 2025 holdings

Shares (Q4 2025)
53,024
Value
$36.2M
% of portfolio
14.9%
Quarters held
3
Since Q1 2025
Holdings of SPY by Greenberg Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202553,024$36.2M14.9%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202553,837$40.2M15.3%+361+0.7%AddedHolders
Q1 202553,476$34.8M14.6%–No prior filingHolders