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EisnerAmper Wealth Management Corporate Benefits, LLC

SEC CIK
0001624809
Latest filing
Jan 3, 2024

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by EisnerAmper Wealth Management Corporate Benefits, 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 2023 holdings

Shares (Q4 2023)
792
Value
$376.0K
% of portfolio
0.1%
Quarters held
12
Since Q1 2021
Holdings of SPY by EisnerAmper Wealth Management Corporate Benefits, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2023792$376.0K0.1%−180−18.5%ReducedHolders
Q3 2023972$415.0K0.2%−53−5.2%ReducedHolders
Q2 20231,025$454.0K0.2%+343+50.3%AddedHolders
Q1 2023682$279.0K0.1%−214−23.9%ReducedHolders
Q4 2022896$343.0K0.2%−81−8.3%ReducedHolders
Q3 2022977$349.0K0.2%+180+22.6%AddedHolders
Q2 2022797$301.0K0.2%00.0%UnchangedHolders
Q1 2022797$360.0K0.2%00.0%UnchangedHolders
Q4 2021797$379.0K0.2%00.0%UnchangedHolders
Q3 2021797$342.0K0.2%+125+18.6%AddedHolders
Q2 2021672$288.0K0.1%−569−45.9%ReducedHolders
Q1 20211,241$492.0K0.3%––Holders

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