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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Curated Wealth Partners 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)
52,711
Value
$39.4M
% of portfolio
4.6%
Quarters held
21
Since Q1 2021
Holdings of SPY by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202652,711$39.4M4.6%+794+1.5%AddedHolders
Q1 202651,917$33.8M4.3%+143+0.3%AddedHolders
Q4 202551,774$35.3M3.8%+141+0.3%AddedHolders
Q3 202551,633$34.4M4.2%00.0%UnchangedHolders
Q2 202551,633$31.9M3.7%+124+0.2%AddedHolders
Q1 202551,509$28.8M3.7%+279+0.5%AddedHolders
Q4 202451,230$30.0M3.4%00.0%UnchangedHolders
Q3 202451,230$29.4M3.8%+4,215+9.0%AddedHolders
Q2 202447,015$25.6M3.6%+47,015NewHolders
Q1 20240$00.0%−41,305−100.0%Sold outHolders
Q4 202341,305$19.6M3.2%+670+1.6%AddedHolders
Q3 202340,635$17.4M3.2%+744+1.9%AddedHolders
Q2 202339,891$17.7M3.4%−74−0.2%ReducedHolders
Q1 202339,965$16.4M3.7%+1,180+3.0%AddedHolders
Q4 202238,785$14.8M3.6%00.0%UnchangedHolders
Q3 202238,785$13.9M4.1%00.0%UnchangedHolders
Q2 202238,785$14.6M4.3%+651+1.7%AddedHolders
Q1 202238,134$18.1M6.1%00.0%UnchangedHolders
Q4 202138,134$18.1M5.9%−75−0.2%ReducedHolders
Q3 202138,209$16.4M9.2%+100+0.3%AddedHolders
Q2 202138,109$16.3M8.9%+48+0.1%AddedHolders
Q1 202138,061$15.1M9.3%––Holders

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