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Livermore
Livermore
ZHEN

Peloton Wealth Strategists

SEC CIK
0001080132
Latest filing
Aug 10, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Peloton Wealth Strategists, 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)
470
Value
$351.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SPY by Peloton Wealth Strategists, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026470$351.0K0.1%00.0%UnchangedHolders
Q1 2026470$306.0K0.1%+1+0.2%AddedHolders
Q4 2025469$320.0K0.1%−240−33.9%ReducedHolders
Q3 2025709$472.0K0.2%−29−3.9%ReducedHolders
Q2 2025738$456.0K0.2%00.0%UnchangedHolders
Q1 2025738$413.0K0.2%−28−3.7%ReducedHolders
Q4 2024766$449.0K0.2%+1+0.1%AddedHolders
Q3 2024765$439.0K0.2%+19+2.5%AddedHolders
Q2 2024746$406.0K0.2%+1+0.1%AddedHolders
Q1 2024745$390.0K0.2%+125+20.2%AddedHolders
Q4 2023620$295.0K0.1%00.0%UnchangedHolders
Q3 2023620$265.0K0.1%+10+1.6%AddedHolders
Q2 2023610$270.0K0.1%00.0%UnchangedHolders
Q1 2023610$250.0K0.1%−22−3.5%ReducedHolders
Q4 2022632$242.0K0.1%+22+3.6%AddedHolders
Q3 2022610$218.0K0.1%−90−12.9%ReducedHolders
Q2 2022700$264.0K0.1%+95+15.7%AddedHolders
Q1 2022605$273.0K0.1%−835−58.0%ReducedHolders
Q4 20211,440$684.0K0.3%+880+157.1%AddedHolders
Q3 2021560$240.0K0.1%+20+3.7%AddedHolders
Q2 2021540$231.0K0.1%00.0%UnchangedHolders
Q1 2021540$214.0K0.1%––Holders

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