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Livermore
Livermore
ZHEN

Benchmark Financial Wealth Advisors, LLC

SEC CIK
0001757706
Latest filing
Jul 17, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Benchmark Financial 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)
36,538
Value
$27.3M
% of portfolio
6.7%
Quarters held
22
Since Q1 2021
Holdings of SPY by Benchmark Financial Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,538$27.3M6.7%−3,767−9.3%ReducedHolders
Q1 202640,305$26.2M7.3%−6,093−13.1%ReducedHolders
Q4 202546,398$31.6M9.1%−2,132−4.4%ReducedHolders
Q3 202548,530$32.3M9.7%−4,698−8.8%ReducedHolders
Q2 202553,228$32.9M10.9%−5,335−9.1%ReducedHolders
Q1 202558,563$32.8M12.4%−19,180−24.7%ReducedHolders
Q4 202477,743$45.6M14.6%+6,655+9.4%AddedHolders
Q3 202471,088$40.8M13.6%+7,057+11.0%AddedHolders
Q2 202464,031$34.8M12.9%+3,680+6.1%AddedHolders
Q1 202460,351$31.6M12.1%+2,503+4.3%AddedHolders
Q4 202357,848$27.5M11.8%+5,132+9.7%AddedHolders
Q3 202352,716$22.5M10.6%+3,676+7.5%AddedHolders
Q2 202349,040$21.7M10.1%+13,147+36.6%AddedHolders
Q1 202335,893$14.7M7.5%+8,576+31.4%AddedHolders
Q4 202227,317$10.4M5.7%+8,718+46.9%AddedHolders
Q3 202218,599$6.64M3.9%+7,848+73.0%AddedHolders
Q2 202210,751$4.06M2.1%−1,917−15.1%ReducedHolders
Q1 202212,668$5.72M2.4%+5,848+85.7%AddedHolders
Q4 20216,820$3.24M1.4%+1,273+22.9%AddedHolders
Q3 20215,547$2.38M1.1%+1,421+34.4%AddedHolders
Q2 20214,126$1.77M0.8%+1,590+62.7%AddedHolders
Q1 20212,536$1.00M0.5%––Holders

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