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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by TD Private Client Wealth 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)
291,642
Value
$217.8M
% of portfolio
4.0%
Quarters held
22
Since Q1 2021
Holdings of SPY by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026291,642$217.8M4.0%−12,161−4.0%ReducedHolders
Q1 2026303,803$197.6M4.1%−4,754−1.5%ReducedHolders
Q4 2025308,557$210.4M4.5%−13,693−4.2%ReducedHolders
Q3 2025322,250$214.7M4.8%−22,449−6.5%ReducedHolders
Q2 2025344,699$213.0M5.2%−4,115−1.2%ReducedHolders
Q1 2025348,814$195.1M5.4%+7,934+2.3%AddedHolders
Q4 2024340,880$199.8M5.6%−7,640−2.2%ReducedHolders
Q3 2024348,520$200.0M5.8%−11,989−3.3%ReducedHolders
Q2 2024360,509$196.2M6.2%−10,902−2.9%ReducedHolders
Q1 2024371,411$194.3M6.4%−3,853−1.0%ReducedHolders
Q4 2023375,264$178.4M6.4%−64,444−14.7%ReducedHolders
Q3 2023439,708$188.0M8.1%+21,204+5.1%AddedHolders
Q2 2023418,504$185.5M8.0%+1,763+0.4%AddedHolders
Q1 2023416,741$170.6M7.7%+18,592+4.7%AddedHolders
Q4 2022398,149$152.3M7.2%−50,143−11.2%ReducedHolders
Q3 2022448,292$160.1M8.2%+18,699+4.4%AddedHolders
Q2 2022429,593$162.1M7.9%+1570.0%AddedHolders
Q1 2022429,436$194.0M8.3%−23,386−5.2%ReducedHolders
Q4 2021452,822$215.1M8.9%−60,577−11.8%ReducedHolders
Q3 2021513,399$220.3M9.4%+13,499+2.7%AddedHolders
Q2 2021499,900$214.0M9.1%+1,690+0.3%AddedHolders
Q1 2021498,210$197.5M9.2%––Holders

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