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Livermore
Livermore
ZHEN

Elite Wealth Management, Inc.

SEC CIK
0001622757
Latest filing
Aug 13, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Elite 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)
1,512
Value
$1.13M
% of portfolio
0.3%
Quarters held
20
Since Q1 2021
Holdings of SPY by Elite Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,512$1.13M0.3%−470−23.7%ReducedHolders
Q1 20261,982$1.29M0.4%−301−13.2%ReducedHolders
Q4 20252,283$1.56M0.4%−361−13.7%ReducedHolders
Q3 20252,644$1.76M0.5%+196+8.0%AddedHolders
Q2 20252,448$1.51M0.5%−1,679−40.7%ReducedHolders
Q1 20254,127$2.31M0.7%−485−10.5%ReducedHolders
Q4 20244,612$2.70M0.6%−262−5.4%ReducedHolders
Q3 20244,874$2.80M0.6%−2,004−29.1%ReducedHolders
Q2 20246,878$3.74M0.8%+30.0%AddedHolders
Q1 20246,875$3.60M0.9%+6,875NewHolders
Q4 20230$00.0%−6,404−100.0%Sold outHolders
Q3 20236,404$2.74M0.9%+4+0.1%AddedHolders
Q2 20236,400$2.84M0.9%+6,400NewHolders
Q1 20230$00.0%−3,636−100.0%Sold outHolders
Q4 20223,636$1.39M0.7%−77−2.1%ReducedHolders
Q3 20223,713$1.33M0.7%−161−4.2%ReducedHolders
Q2 20223,874$1.46M0.8%−4−0.1%ReducedHolders
Q1 20223,878$1.75M0.8%−13−0.3%ReducedHolders
Q4 20213,891$1.85M0.7%+22+0.6%AddedHolders
Q3 20213,869$1.66M0.7%−20,036−83.8%ReducedHolders
Q2 202123,905––+5,013+26.5%AddedHolders
Q1 202118,892––––Holders

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