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Livermore
Livermore
ZHEN

HHM Wealth Advisors, LLC

SEC CIK
0001750086
Latest filing
Jul 13, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by HHM Wealth 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)
1,253
Value
$935.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SPY by HHM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,253$935.6K0.1%+6+0.5%AddedHolders
Q1 20261,247$811.2K0.1%+27+2.2%AddedHolders
Q4 20251,220$832.3K0.1%+244+25.0%AddedHolders
Q3 2025976$650.3K0.1%+191+24.3%AddedHolders
Q2 2025785$485.0K0.1%−11−1.4%ReducedHolders
Q1 2025796$445.0K0.1%+8+1.0%AddedHolders
Q4 2024788$461.9K0.1%−124−13.6%ReducedHolders
Q3 2024912$523.5K0.1%+80+9.6%AddedHolders
Q2 2024832$452.5K0.1%+124+17.5%AddedHolders
Q1 2024708$370.5K0.1%+13+1.9%AddedHolders
Q4 2023695$330.3K0.1%−120−14.7%ReducedHolders
Q3 2023815$348.2K0.1%−122−13.0%ReducedHolders
Q2 2023937$415.4K0.1%+90+10.6%AddedHolders
Q1 2023847$346.8K0.1%−103−10.8%ReducedHolders
Q4 2022950$363.3K0.1%+118+14.2%AddedHolders
Q3 2022832$297.0K0.1%−10−1.2%ReducedHolders
Q2 2022842$318.0K0.1%+136+19.3%AddedHolders
Q1 2022706$319.0K0.1%00.0%UnchangedHolders
Q4 2021706$335.0K0.1%+240+51.5%AddedHolders
Q3 2021466$200.0K0.1%00.0%UnchangedHolders
Q2 2021466$199.0K0.1%+205+78.5%AddedHolders
Q1 2021261$103.0K<0.1%––Holders

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