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Livermore
Livermore
ZHEN

Archetype Wealth Partners

SEC CIK
0001769089
Latest filing
Aug 14, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Archetype Wealth Partners, 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)
73,993
Value
$55.3M
% of portfolio
6.5%
Quarters held
22
Since Q1 2021
Holdings of SPY by Archetype Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202673,993$55.3M6.5%−267−0.4%ReducedHolders
Q1 202674,260$48.3M6.1%−773−1.0%ReducedHolders
Q4 202575,033$51.2M6.6%−5,728−7.1%ReducedHolders
Q3 202580,761$53.8M6.9%−2,658−3.2%ReducedHolders
Q2 202583,419$51.5M7.2%−8,872−9.6%ReducedHolders
Q1 202592,291$51.6M7.6%−1,919−2.0%ReducedHolders
Q4 202494,210$55.2M8.1%−2,211−2.3%ReducedHolders
Q3 202496,421$55.3M8.0%−2,110−2.1%ReducedHolders
Q2 202498,531$53.6M8.7%−4,478−4.3%ReducedHolders
Q1 2024103,009$53.9M9.0%−2,841−2.7%ReducedHolders
Q4 2023105,850$50.3M9.2%−2,436−2.2%ReducedHolders
Q3 2023108,286$46.3M9.4%−8,127−7.0%ReducedHolders
Q2 2023116,413$51.6M10.0%−3,129−2.6%ReducedHolders
Q1 2023119,542$48.9M9.9%−1,476−1.2%ReducedHolders
Q4 2022121,018$46.3M11.8%−3,164−2.5%ReducedHolders
Q3 2022124,182$44.4M13.3%−1,478−1.2%ReducedHolders
Q2 2022125,660$47.4M13.4%−25,945−17.1%ReducedHolders
Q1 2022151,605$68.5M17.9%−16,916−10.0%ReducedHolders
Q4 2021168,521$80.0M24.4%−1,203−0.7%ReducedHolders
Q3 2021169,724$72.8M24.4%+2,975+1.8%AddedHolders
Q2 2021166,749$71.4M24.7%+14,416+9.5%AddedHolders
Q1 2021152,333$60.4M23.2%––Holders

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