Measured Wealth Private Client Group, LLC

SEC CIK: 0001720235
Latest filing: Aug 10, 2026

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SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Measured Wealth Private Client Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overview All 13F holders of SPY Full Q2 2026 holdings

Shares (Q2 2026): 18,404
Value: $13.7M
% of portfolio: 3.3%
Quarters held: 22; Since Q1 2021

Holdings of SPY by Measured Wealth Private Client Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,404	$13.7M	3.3%	−14−0.1%	Reduced	Holders
Q1 2026	18,418	$12.0M	3.3%	−1,581−7.9%	Reduced	Holders
Q4 2025	19,999	$13.6M	3.6%	−6,010−23.1%	Reduced	Holders
Q3 2025	26,009	$17.3M	4.7%	−274−1.0%	Reduced	Holders
Q2 2025	26,283	$16.2M	4.9%	−239−0.9%	Reduced	Holders
Q1 2025	26,522	$14.8M	4.8%	−139−0.5%	Reduced	Holders
Q4 2024	26,661	$15.6M	5.0%	−1,229−4.4%	Reduced	Holders
Q3 2024	27,890	$16.0M	5.4%	−1,976−6.6%	Reduced	Holders
Q2 2024	29,866	$16.3M	5.7%	−4,600−13.3%	Reduced	Holders
Q1 2024	34,466	$18.0M	6.3%	−912−2.6%	Reduced	Holders
Q4 2023	35,378	$16.8M	6.2%	−428−1.2%	Reduced	Holders
Q3 2023	35,806	$15.3M	6.2%	−1,191−3.2%	Reduced	Holders
Q2 2023	36,997	$16.4M	6.2%	−4,186−10.2%	Reduced	Holders
Q1 2023	41,183	$16.9M	6.5%	−982−2.3%	Reduced	Holders
Q4 2022	42,165	$16.1M	6.6%	−5,973−12.4%	Reduced	Holders
Q3 2022	48,138	$17.2M	7.6%	+44,225+1,130.2%	Added	Holders
Q2 2022	3,913	$1.48M	0.7%	−1,042−21.0%	Reduced	Holders
Q1 2022	4,955	$2.24M	0.8%	−865−14.9%	Reduced	Holders
Q4 2021	5,820	$2.76M	1.0%	−26−0.4%	Reduced	Holders
Q3 2021	5,846	$2.51M	1.0%	−9−0.2%	Reduced	Holders
Q2 2021	5,855	$2.51M	0.8%	+6+0.1%	Added	Holders
Q1 2021	5,849	$2.32M	0.8%	–	–	Holders

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