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Livermore
Livermore
ZHEN

Focused Wealth Management, Inc

SEC CIK
0001586052
Latest filing
Aug 6, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Focused Wealth Management, 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)
1,246
Value
$930.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SPY by Focused Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,246$930.1K0.1%−1−0.1%ReducedHolders
Q1 20261,247$811.3K0.1%+3+0.2%AddedHolders
Q4 20251,244$848.4K0.1%−2,365−65.5%ReducedHolders
Q3 20253,609$2.40M0.3%+2,458+213.6%AddedHolders
Q2 20251,151$711.0K0.1%+105+10.0%AddedHolders
Q1 20251,046$585.3K0.1%+183+21.2%AddedHolders
Q4 2024863$506.0K0.1%+129+17.6%AddedHolders
Q3 2024734$421.3K0.1%+1+0.1%AddedHolders
Q2 2024733$399.1K0.1%+1+0.1%AddedHolders
Q1 2024732$383.0K0.1%+303+70.6%AddedHolders
Q4 2023429$203.9K<0.1%+147+52.1%AddedHolders
Q3 2023282$120.5K<0.1%+28+11.0%AddedHolders
Q2 2023254$112.6K<0.1%00.0%UnchangedHolders
Q1 2023254$104.0K<0.1%+60+30.9%AddedHolders
Q4 2022194$74.2K<0.1%+75+63.0%AddedHolders
Q3 2022119$43.0K<0.1%00.0%UnchangedHolders
Q2 2022119$45.0K<0.1%00.0%UnchangedHolders
Q1 2022119$54.0K<0.1%+20+20.2%AddedHolders
Q4 202199$47.0K<0.1%+5+5.3%AddedHolders
Q3 202194$40.0K<0.1%00.0%UnchangedHolders
Q2 202194$40.0K<0.1%00.0%UnchangedHolders
Q1 202194$37.0K<0.1%––Holders

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