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Aldebaran Financial Inc.

SEC CIK
0001353110
Latest filing
Aug 13, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Aldebaran Financial Inc., 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)
6,756
Value
$5.05M
% of portfolio
4.1%
Quarters held
22
Since Q1 2021
Holdings of SPY by Aldebaran Financial Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,756$5.05M4.1%−711−9.5%ReducedHolders
Q1 20267,467$4.86M4.6%+92+1.2%AddedHolders
Q4 20257,375$5.07M4.7%−411−5.3%ReducedHolders
Q3 20257,786$5.19M5.2%+148+1.9%AddedHolders
Q2 20257,638$4.72M5.2%+498+7.0%AddedHolders
Q1 20257,140$3.99M4.9%−10−0.1%ReducedHolders
Q4 20247,150$4.21M4.9%−1,256−14.9%ReducedHolders
Q3 20248,406$4.82M5.7%+390+4.9%AddedHolders
Q2 20248,016$4.36M6.0%+2,432+43.6%AddedHolders
Q1 20245,584$2.92M4.4%+18+0.3%AddedHolders
Q4 20235,566$2.65M4.1%+209+3.9%AddedHolders
Q3 20235,357$2.29M3.7%+466+9.5%AddedHolders
Q2 20234,891$2.17M3.1%−211−4.1%ReducedHolders
Q1 20235,102$2.09M2.8%−1,270−19.9%ReducedHolders
Q4 20226,372$2.44M2.7%−80−1.2%ReducedHolders
Q3 20226,452$2.33M2.7%+95+1.5%AddedHolders
Q2 20226,357$2.39M2.6%+10+0.2%AddedHolders
Q1 20226,347$2.87M2.4%+300+5.0%AddedHolders
Q4 20216,047$2.87M2.2%−5,748−48.7%ReducedHolders
Q3 202111,795$5.06M4.3%+66+0.6%AddedHolders
Q2 202111,729$5.04M4.4%+287+2.5%AddedHolders
Q1 202111,442$4.54M4.3%––Holders

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