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Trinity Wealth Management, LLC

SEC CIK
0001685364
Latest filing
Jul 7, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Trinity Wealth Management, 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2024
Holdings of SPY by Trinity Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−2,383−100.0%Sold outHolders
Q3 20242,383$1.37M0.6%+2,383NewHolders