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Livermore
Livermore
ZHEN

Reston Wealth Management LLC

SEC CIK
0001767617
Latest filing
Jul 23, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Reston Wealth Management 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)
1,082
Value
$807.8K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of SPY by Reston Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,082$807.8K0.2%−150−12.2%ReducedHolders
Q1 20261,232$801.2K0.2%−385−23.8%ReducedHolders
Q4 20251,617$1.10M0.3%−130−7.4%ReducedHolders
Q3 20251,747$1.16M0.4%−169−8.8%ReducedHolders
Q2 20251,916$1.18M0.4%−44−2.2%ReducedHolders
Q1 20251,960$1.10M0.4%+1,363+228.3%AddedHolders
Q4 2024597$350.2K0.1%−39−6.1%ReducedHolders
Q3 2024636$364.7K0.1%+3+0.5%AddedHolders
Q2 2024633$344.7K0.1%−48−7.0%ReducedHolders
Q1 2024681$356.3K0.1%−197−22.4%ReducedHolders
Q4 2023878$417.2K0.2%−116−11.7%ReducedHolders
Q3 2023994$424.9K0.2%−410−29.2%ReducedHolders
Q2 20231,404$622.5K0.3%+5+0.4%AddedHolders
Q1 20231,399$572.9K0.3%+6+0.4%AddedHolders
Q4 20221,393$532.8K0.3%+6+0.4%AddedHolders
Q3 20221,387$496.0K0.3%+4+0.3%AddedHolders
Q2 20221,383$522.0K0.3%+204+17.3%AddedHolders
Q1 20221,179$533.0K0.3%+4+0.3%AddedHolders
Q4 20211,175$558.0K0.3%+4+0.3%AddedHolders
Q3 20211,171$503.0K0.3%+4+0.3%AddedHolders
Q2 20211,167$500.0K0.3%+3+0.3%AddedHolders
Q1 20211,164$461.0K0.2%––Holders

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