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Livermore
Livermore
ZHEN

TPG Financial Advisors, LLC

SEC CIK
0001706669
Latest filing
Aug 10, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by TPG Financial 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)
668
Value
$498.8K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of SPY by TPG Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026668$498.8K0.1%−67−9.1%ReducedHolders
Q1 2026735$478.0K0.2%+72+10.9%AddedHolders
Q4 2025663$452.1K0.2%−65−8.9%ReducedHolders
Q3 2025728$485.0K0.2%00.0%UnchangedHolders
Q2 2025728$449.8K0.2%−280−27.8%ReducedHolders
Q1 20251,008$563.9K0.2%−200−16.6%ReducedHolders
Q4 20241,208$708.0K0.3%+268+28.5%AddedHolders
Q3 2024940$539.3K0.2%00.0%UnchangedHolders
Q2 2024940$511.6K0.2%–No prior filingHolders
Q1 2024––––Not filedHolders
Q4 2023983$466.5K0.2%00.0%UnchangedHolders
Q3 2023983$420.2K0.2%−65−6.2%ReducedHolders
Q2 20231,048$464.6K0.2%00.0%UnchangedHolders
Q1 20231,048$429.0K0.2%−2−0.2%ReducedHolders
Q4 20221,050$401.6K0.2%+20+1.9%AddedHolders
Q3 20221,030$368.0K0.2%00.0%UnchangedHolders
Q2 20221,030$389.0K0.3%00.0%UnchangedHolders
Q1 20221,030$465.0K0.3%00.0%UnchangedHolders
Q4 20211,030$489.0K0.3%−26−2.5%ReducedHolders
Q3 20211,056$453.0K0.3%+27+2.6%AddedHolders
Q2 20211,029$440.0K0.3%−140−12.0%ReducedHolders
Q1 20211,169$463.0K0.3%––Holders

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