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Livermore
Livermore
ZHEN

Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Beta Wealth Group, 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)
8,808
Value
$6.58M
% of portfolio
2.5%
Quarters held
22
Since Q1 2021
Holdings of SPY by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,808$6.58M2.5%−22−0.2%ReducedHolders
Q1 20268,830$5.74M2.4%−1,023−10.4%ReducedHolders
Q4 20259,853$6.72M2.7%−121−1.2%ReducedHolders
Q3 20259,974$6.64M2.6%+4,877+95.7%AddedHolders
Q2 20255,097$3.15M1.2%+2,428+91.0%AddedHolders
Q1 20252,669$1.49M0.5%−235−8.1%ReducedHolders
Q4 20242,904$1.70M0.8%−55−1.9%ReducedHolders
Q3 20242,959$1.70M0.8%−33−1.1%ReducedHolders
Q2 20242,992$1.63M0.8%+1,883+169.8%AddedHolders
Q1 20241,109$580.0K0.3%+268+31.9%AddedHolders
Q4 2023841$399.8K0.2%+23+2.8%AddedHolders
Q3 2023818$349.5K0.2%+2+0.2%AddedHolders
Q2 2023816$361.7K0.2%−3−0.4%ReducedHolders
Q1 2023819$335.4K0.2%+3+0.4%AddedHolders
Q4 2022816$312.2K0.2%+5+0.6%AddedHolders
Q3 2022811$290.0K0.2%+3+0.4%AddedHolders
Q2 2022808$305.0K0.2%−6−0.7%ReducedHolders
Q1 2022814$368.0K0.2%−182−18.3%ReducedHolders
Q4 2021996$428.0K0.3%00.0%UnchangedHolders
Q3 2021996$428.0K0.3%−133−11.8%ReducedHolders
Q2 20211,129$483.0K0.3%+2+0.2%AddedHolders
Q1 20211,127$447.0K0.3%––Holders

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