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Livermore
Livermore
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Mark Sheptoff Financial Planning, LLC

SEC CIK
0001607355
Latest filing
Aug 13, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Mark Sheptoff Financial Planning, 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)
1,212
Value
$905.0K
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of SPY by Mark Sheptoff Financial Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,212$905.0K0.5%+1,212NewHolders
Q1 20260$00.0%−1,310−100.0%Sold outHolders
Q4 20251,310$893.3K0.4%00.0%UnchangedHolders
Q3 20251,310$872.7K0.4%00.0%UnchangedHolders
Q2 20251,310$809.4K0.4%00.0%UnchangedHolders
Q1 20251,310$732.8K0.4%−735−35.9%ReducedHolders
Q4 20242,045$1.20M0.6%00.0%UnchangedHolders
Q3 20242,045$1.17M0.6%−101−4.7%ReducedHolders
Q2 20242,146$1.17M0.7%+7+0.3%AddedHolders
Q1 20242,139$1.12M0.6%00.0%UnchangedHolders
Q4 20232,139$1.02M0.6%+10.0%AddedHolders
Q3 20232,138$914.1K0.6%00.0%UnchangedHolders
Q2 20232,138$947.7K0.5%+100+4.9%AddedHolders
Q1 20232,038$834.3K0.5%−36−1.7%ReducedHolders
Q4 20222,074$793.2K0.5%+393+23.4%AddedHolders
Q3 20221,681$600.0K0.4%+100+6.3%AddedHolders
Q2 20221,581$596.0K0.3%−36−2.2%ReducedHolders
Q1 20221,617$730.0K0.4%00.0%UnchangedHolders
Q4 20211,617$768.0K0.4%+36+2.3%AddedHolders
Q3 20211,581$678.0K0.4%00.0%UnchangedHolders
Q2 20211,581$677.0K0.4%−400−20.2%ReducedHolders
Q1 20211,981$785.0K0.5%––Holders

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