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Livermore
Livermore
ZHEN

Sowell Financial Services LLC

SEC CIK
0001633697
Latest filing
Jul 17, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Sowell Financial Services 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)
86,438
Value
$64.5M
% of portfolio
2.1%
Quarters held
22
Since Q1 2021
Holdings of SPY by Sowell Financial Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202686,438$64.5M2.1%−2,039−2.3%ReducedHolders
Q1 202688,477$57.5M2.1%+4,326+5.1%AddedHolders
Q4 202584,151$57.4M2.1%+6,946+9.0%AddedHolders
Q3 202577,205$51.4M2.0%−2,195−2.8%ReducedHolders
Q2 202579,400$49.1M2.0%+2,887+3.8%AddedHolders
Q1 202576,513$42.8M1.9%+6,634+9.5%AddedHolders
Q4 202469,879$41.0M2.2%+3,015+4.5%AddedHolders
Q3 202466,864$38.5M1.8%+3,052+4.8%AddedHolders
Q2 202463,812$34.8M1.7%−9,267−12.7%ReducedHolders
Q1 202473,079$38.3M1.8%+4,697+6.9%AddedHolders
Q4 202368,382$32.6M1.8%+16,654+32.2%AddedHolders
Q3 202351,728$22.2M1.4%+6,504+14.4%AddedHolders
Q2 202345,224$20.1M1.1%+14,302+46.3%AddedHolders
Q1 202330,922$12.7M1.0%−5,274−14.6%ReducedHolders
Q4 202236,196$13.9M0.9%+4,957+15.9%AddedHolders
Q3 202231,239$11.2M1.1%−4,083−11.6%ReducedHolders
Q2 202235,322$13.4M1.2%+9,356+36.0%AddedHolders
Q1 202225,966$11.4M2.0%−14,172−35.3%ReducedHolders
Q4 202140,138$19.1M1.1%+780+2.0%AddedHolders
Q3 202139,358$16.9M1.1%+1,330+3.5%AddedHolders
Q2 202138,028$16.3M1.1%−29,562−43.7%ReducedHolders
Q1 202167,590$28.3M1.0%––Holders

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