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Livermore
Livermore
ZHEN

Alliance Wealth Management Group

SEC CIK
0001623707
Latest filing
Aug 4, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Alliance Wealth Management Group, 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)
1,336
Value
$997.8K
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of SPY by Alliance Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,336$997.8K0.2%+310+30.2%AddedHolders
Q1 20261,026$667.2K0.1%00.0%UnchangedHolders
Q4 20251,026$699.6K0.2%00.0%UnchangedHolders
Q3 20251,026$683.5K0.2%+154+17.7%AddedHolders
Q2 2025872$538.8K0.1%00.0%UnchangedHolders
Q1 2025872$487.8K0.1%00.0%UnchangedHolders
Q4 2024872$511.1K0.1%+30+3.6%AddedHolders
Q3 2024842$483.1K0.1%+12+1.4%AddedHolders
Q2 2024830$451.7K0.1%00.0%UnchangedHolders
Q1 2024830$434.1K0.1%+830NewHolders