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SJA Financial Advisory, LLC

SEC CIK
0001697024
Latest filing
Aug 12, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by SJA Financial Advisory, 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)
318
Value
$237.3K
% of portfolio
0.1%
Quarters held
17
Since Q1 2021
Holdings of SPY by SJA Financial Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026318$237.3K0.1%+1+0.3%AddedHolders
Q1 2026317$206.3K0.1%−15−4.5%ReducedHolders
Q4 2025332$226.1K0.2%+1+0.3%AddedHolders
Q3 2025331$220.5K0.1%−3−0.9%ReducedHolders
Q2 2025334$206.5K0.1%+334NewHolders
Q4 20240$00.0%−352−100.0%Sold outHolders
Q3 2024352$202.0K0.1%−19−5.1%ReducedHolders
Q2 2024371$202.1K0.1%+371NewHolders
Q3 20230$00.0%−582−100.0%Sold outHolders
Q2 2023582$258.0K0.2%+2+0.3%AddedHolders
Q1 2023580$237.6K0.2%+2+0.3%AddedHolders
Q4 2022578$221.1K0.2%+13+2.3%AddedHolders
Q3 2022565$201.9K0.2%+2+0.4%AddedHolders
Q2 2022563$213.0K0.2%+1+0.2%AddedHolders
Q1 2022562$254.0K0.2%+73+14.9%AddedHolders
Q4 2021489$232.0K0.2%+1+0.2%AddedHolders
Q3 2021488$209.0K0.2%−70−12.5%ReducedHolders
Q2 2021558$239.0K0.2%+2+0.4%AddedHolders
Q1 2021556$221.0K0.2%––Holders

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