Skip to main content
Livermore
Livermore
ZHEN

Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Selective Wealth Management, Inc., 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)
3,107
Value
$2.31M
% of portfolio
0.6%
Quarters held
21
Since Q1 2021
Holdings of SPY by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,107$2.31M0.6%+211+7.3%AddedHolders
Q1 20262,896$2.06M0.6%−246−7.8%ReducedHolders
Q4 20253,142$2.17M0.7%−428−12.0%ReducedHolders
Q3 20253,570$2.39M0.8%−8−0.2%ReducedHolders
Q2 20253,578$2.23M0.8%−45−1.2%ReducedHolders
Q1 20253,623$1.93M0.8%−46−1.3%ReducedHolders
Q4 20243,669$2.14M0.9%−45−1.2%ReducedHolders
Q3 20243,714$2.13M0.9%−51−1.4%ReducedHolders
Q2 20243,765$2.09M0.9%−78−2.0%ReducedHolders
Q1 20243,843$1.98M0.9%−36−0.9%ReducedHolders
Q4 20233,879$1.81M0.9%+488+14.4%AddedHolders
Q3 20233,391$1.44M0.8%−1,962−36.7%ReducedHolders
Q2 20235,353$2.35M1.2%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20226,159$2.44M1.3%+795+14.8%AddedHolders
Q3 20225,364$1.92M0.8%−320−5.6%ReducedHolders
Q2 20225,684$2.14M0.8%+2,200+63.1%AddedHolders
Q1 20223,484$1.57M0.6%+1,646+89.6%AddedHolders
Q4 20211,838$873.0K0.4%+1,496+437.4%AddedHolders
Q3 2021342$147.0K0.1%+218+175.8%AddedHolders
Q2 2021124$53.0K<0.1%00.0%UnchangedHolders
Q1 2021124$49.0K<0.1%––Holders

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