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Livermore
Livermore
ZHEN

RKL Wealth Management LLC

SEC CIK
0001604723
Latest filing
Aug 10, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by RKL Wealth Management 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)
6,812
Value
$5.09M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of SPY by RKL Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,812$5.09M0.4%+95+1.4%AddedHolders
Q1 20266,717$4.37M0.4%−26−0.4%ReducedHolders
Q4 20256,743$4.60M0.4%−939−12.2%ReducedHolders
Q3 20257,682$5.12M0.4%−216−2.7%ReducedHolders
Q2 20257,898$4.88M0.4%−939−10.6%ReducedHolders
Q1 20258,837$4.94M0.5%+239+2.8%AddedHolders
Q4 20248,598$5.04M0.4%−66−0.8%ReducedHolders
Q3 20248,664$4.97M0.4%+10.0%AddedHolders
Q2 20248,663$4.71M0.5%+143+1.7%AddedHolders
Q1 20248,520$4.46M0.4%−20−0.2%ReducedHolders
Q4 20238,540$4.06M0.4%+296+3.6%AddedHolders
Q3 20238,244$3.52M0.4%−651−7.3%ReducedHolders
Q2 20238,895$3.94M0.5%+10.0%AddedHolders
Q1 20238,894$3.64M0.5%00.0%UnchangedHolders
Q4 20228,894$3.40M0.5%00.0%UnchangedHolders
Q3 20228,894$3.18M0.5%00.0%UnchangedHolders
Q2 20228,894$3.35M0.5%00.0%UnchangedHolders
Q1 20228,894$4.02M0.5%+58+0.7%AddedHolders
Q4 20218,836$4.20M0.5%−34−0.4%ReducedHolders
Q3 20218,870$3.81M0.5%00.0%UnchangedHolders
Q2 20218,870$3.80M0.5%+715+8.8%AddedHolders
Q1 20218,155$3.23M0.4%––Holders

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