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Livermore
Livermore
ZHEN

Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Gradient Investments 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)
3,955
Value
$2.95M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SPY by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,955$2.95M<0.1%+168+4.4%AddedHolders
Q1 20263,787$2.46M<0.1%−471−11.1%ReducedHolders
Q4 20254,258$2.90M<0.1%+2,041+92.1%AddedHolders
Q3 20252,217$1.48M<0.1%+1,403+172.4%AddedHolders
Q2 2025814$503.1K<0.1%−115−12.4%ReducedHolders
Q1 2025929$519.7K<0.1%−593−39.0%ReducedHolders
Q4 20241,522$892.0K<0.1%+517+51.4%AddedHolders
Q3 20241,005$576.4K<0.1%−488−32.7%ReducedHolders
Q2 20241,493$812.3K<0.1%−140−8.6%ReducedHolders
Q1 20241,633$854.0K<0.1%−3,646−69.1%ReducedHolders
Q4 20235,279$2.51M0.1%+943+21.7%AddedHolders
Q3 20234,336$1.85M<0.1%+834+23.8%AddedHolders
Q2 20233,502$1.55M<0.1%+1,531+77.7%AddedHolders
Q1 20231,971$806.8K<0.1%−145−6.9%ReducedHolders
Q4 20222,116$809.0K<0.1%−876−29.3%ReducedHolders
Q3 20222,992$1.07M<0.1%−64−2.1%ReducedHolders
Q2 20223,056$1.15M<0.1%+123+4.2%AddedHolders
Q1 20222,933$1.32M<0.1%−876,338−99.7%ReducedHolders
Q4 2021879,271$417.6M10.6%−6,297−0.7%ReducedHolders
Q3 2021885,568$380.0M10.6%+882,630+30,041.9%AddedHolders
Q2 20212,938$1.26M<0.1%−1,359−31.6%ReducedHolders
Q1 20214,297$1.70M0.1%––Holders

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