Destination Wealth Management

SEC CIK: 0001278573
Latest filing: Aug 14, 2026

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SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Destination Wealth Management, 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): 23,267
Value: $17.4M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of SPY by Destination Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,267	$17.4M	0.4%	−522−2.2%	Reduced	Holders
Q1 2026	23,789	$15.5M	0.4%	+41+0.2%	Added	Holders
Q4 2025	23,748	$16.2M	0.4%	−1,797−7.0%	Reduced	Holders
Q3 2025	25,545	$17.0M	0.5%	+2,074+8.8%	Added	Holders
Q2 2025	23,471	$14.5M	0.4%	+1,714+7.9%	Added	Holders
Q1 2025	21,757	$12.2M	0.4%	+446+2.1%	Added	Holders
Q4 2024	21,311	$12.5M	0.4%	+823+4.0%	Added	Holders
Q3 2024	20,488	$11.8M	0.4%	+1,213+6.3%	Added	Holders
Q2 2024	19,275	$10.5M	0.3%	−522−2.6%	Reduced	Holders
Q1 2024	19,797	$10.4M	0.3%	−1,067−5.1%	Reduced	Holders
Q4 2023	20,864	$9.92M	0.3%	+3,708+21.6%	Added	Holders
Q3 2023	17,156	$7.33M	0.3%	−211−1.2%	Reduced	Holders
Q2 2023	17,367	$7.70M	0.3%	−713−3.9%	Reduced	Holders
Q1 2023	18,080	$7.40M	0.3%	−3,617−16.7%	Reduced	Holders
Q4 2022	21,697	$8.30M	0.3%	+5,424+33.3%	Added	Holders
Q3 2022	16,273	$5.81M	0.2%	+612+3.9%	Added	Holders
Q2 2022	15,661	$5.91M	0.2%	−652−4.0%	Reduced	Holders
Q1 2022	16,313	$7.37M	0.3%	−586−3.5%	Reduced	Holders
Q4 2021	16,899	$8.03M	0.3%	−2,569−13.2%	Reduced	Holders
Q3 2021	19,468	$8.35M	0.3%	+1,153+6.3%	Added	Holders
Q2 2021	18,315	$7.84M	0.3%	+95+0.5%	Added	Holders
Q1 2021	18,220	$7.22M	0.3%	–	–	Holders

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