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Livermore
Livermore
ZHEN

Peninsula Wealth, LLC

SEC CIK
0001600052
Latest filing
Feb 13, 2025

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Peninsula 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 Q4 2024 holdings

Shares (Q4 2024)
623
Value
$365.1K
% of portfolio
0.1%
Quarters held
13
Since Q4 2021
Holdings of SPY by Peninsula Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2024623$365.1K0.1%00.0%UnchangedHolders
Q3 2024623$362.8K0.1%00.0%UnchangedHolders
Q2 2024623$348.9K0.1%00.0%UnchangedHolders
Q1 2024623$325.9K0.1%00.0%UnchangedHolders
Q4 2023623$296.1K0.1%00.0%UnchangedHolders
Q3 2023623$261.9K0.1%00.0%UnchangedHolders
Q2 2023623$276.2K0.1%−19−3.0%ReducedHolders
Q1 2023642$262.8K0.1%+19+3.0%AddedHolders
Q4 2022623$238.3K0.1%00.0%UnchangedHolders
Q3 2022623$223.0K0.1%00.0%UnchangedHolders
Q2 2022623$235.0K0.1%00.0%UnchangedHolders
Q1 2022623$281.0K0.1%00.0%UnchangedHolders
Q4 2021623$296.0K0.1%+623NewHolders