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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Mascoma 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 (Q2 2026)
1,327
Value
$991.0K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of SPY by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,327$991.0K0.2%00.0%UnchangedHolders
Q1 20261,327$863.0K0.2%00.0%UnchangedHolders
Q4 20251,327$904.9K0.2%00.0%UnchangedHolders
Q3 20251,327$884.0K0.2%+871+191.0%AddedHolders
Q2 2025456$281.7K0.1%00.0%UnchangedHolders
Q1 2025456$255.1K0.1%00.0%UnchangedHolders
Q4 2024456$267.3K0.1%00.0%UnchangedHolders
Q3 2024456$261.6K0.1%00.0%UnchangedHolders
Q2 2024456$248.2K0.1%00.0%UnchangedHolders
Q1 2024456$238.5K0.1%00.0%UnchangedHolders
Q4 2023456$216.7K0.1%00.0%UnchangedHolders
Q3 2023456$194.9K0.1%+14+3.2%AddedHolders
Q2 2023442$198.3K0.1%−1,601−78.4%ReducedHolders
Q1 20232,043$849.8K0.2%+32+1.6%AddedHolders
Q4 20222,011$768.9K0.2%+7+0.3%AddedHolders
Q3 20222,004$716.0K0.2%+6+0.3%AddedHolders
Q2 20221,998$754.0K0.3%+55+2.8%AddedHolders
Q1 20221,943$878.0K0.3%−176−8.3%ReducedHolders
Q4 20212,119$1.01M0.3%+366+20.9%AddedHolders
Q3 20211,753$752.0K0.3%+222+14.5%AddedHolders
Q2 20211,531$655.0K0.3%+5+0.3%AddedHolders
Q1 20211,526$605.0K0.3%––Holders

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