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GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by GWM Advisors 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)
1,004,114
Value
$749.8M
% of portfolio
2.2%
Quarters held
22
Since Q1 2021
Holdings of SPY by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,004,114$749.8M2.2%+396,373+65.2%AddedHolders
Q1 2026607,741$343.9M1.2%+3,730+0.6%AddedHolders
Q4 2025604,011$361.1M1.3%−29,390−4.6%ReducedHolders
Q3 2025633,401$354.2M1.6%+38,285+6.4%AddedHolders
Q2 2025595,116$316.0M1.6%−221,733−27.1%ReducedHolders
Q1 2025816,849$291.8M1.7%+158,245+24.0%AddedHolders
Q4 2024658,604$316.2M1.9%−52,086−7.3%ReducedHolders
Q3 2024710,690$316.2M2.1%+4,396+0.6%AddedHolders
Q2 2024706,294$297.0M2.2%+316,698+81.3%AddedHolders
Q1 2024389,596$203.8M1.8%−1,443−0.4%ReducedHolders
Q4 2023391,039$187.5M1.8%+30,055+8.3%AddedHolders
Q3 2023360,984$154.3M1.7%+8,986+2.6%AddedHolders
Q2 2023351,998$156.0M1.8%+3,686+1.1%AddedHolders
Q1 2023348,312$138.2M1.7%+56,605+19.4%AddedHolders
Q4 2022291,707$59.0M1.6%+20,515+7.6%AddedHolders
Q3 2022271,192$96.9M1.6%−4,093−1.5%ReducedHolders
Q2 2022275,285$103.9M1.8%+5,383+2.0%AddedHolders
Q1 2022269,902$121.9M2.1%−11,430−4.1%ReducedHolders
Q4 2021281,332$133.6M2.0%+126,927+82.2%AddedHolders
Q3 2021154,405$66.3M1.6%+13,403+9.5%AddedHolders
Q2 2021141,002$60.4M1.6%+1,657+1.2%AddedHolders
Q1 2021139,345$55.2M1.6%––Holders

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