Lutz Financial Services LLC

SEC CIK: 0001737112
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Lutz Financial Services 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): 65,867
Value: $49.2M
% of portfolio: 3.0%
Quarters held: 22; Since Q1 2021

Holdings of SPY by Lutz Financial Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	65,867	$49.2M	3.0%	−335−0.5%	Reduced	Holders
Q1 2026	66,202	$43.1M	2.9%	−669−1.0%	Reduced	Holders
Q4 2025	66,871	$45.6M	3.1%	−2,844−4.1%	Reduced	Holders
Q3 2025	69,715	$46.4M	3.4%	−988−1.4%	Reduced	Holders
Q2 2025	70,703	$43.7M	3.4%	−2,794−3.8%	Reduced	Holders
Q1 2025	73,497	$41.1M	3.4%	−989−1.3%	Reduced	Holders
Q4 2024	74,486	$43.7M	3.5%	−2,479−3.2%	Reduced	Holders
Q3 2024	76,965	$44.2M	3.6%	−736−0.9%	Reduced	Holders
Q2 2024	77,701	$42.3M	3.7%	−706−0.9%	Reduced	Holders
Q1 2024	78,407	$41.0M	3.6%	−417−0.5%	Reduced	Holders
Q4 2023	78,824	$37.5M	3.5%	−167−0.2%	Reduced	Holders
Q3 2023	78,991	$33.8M	3.7%	−244−0.3%	Reduced	Holders
Q2 2023	79,235	$35.1M	3.8%	−517−0.6%	Reduced	Holders
Q1 2023	79,752	$32.6M	3.7%	−234−0.3%	Reduced	Holders
Q4 2022	79,986	$30.6M	3.8%	−865−1.1%	Reduced	Holders
Q3 2022	80,851	$28.9M	3.9%	−390−0.5%	Reduced	Holders
Q2 2022	81,241	$30.6M	4.1%	−1,234−1.5%	Reduced	Holders
Q1 2022	82,475	$37.2M	4.6%	−2,386−2.8%	Reduced	Holders
Q4 2021	84,861	$40.3M	5.0%	−1,789−2.1%	Reduced	Holders
Q3 2021	86,650	$37.2M	4.8%	−268−0.3%	Reduced	Holders
Q2 2021	86,918	$37.2M	5.0%	−246−0.3%	Reduced	Holders
Q1 2021	87,164	$34.5M	5.1%	–	–	Holders

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