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Livermore
Livermore
ZHEN

Atticus Wealth Management, LLC

SEC CIK
0001800234
Latest filing
Jul 15, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Atticus 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)
127,732
Value
$95.4M
% of portfolio
22.7%
Quarters held
22
Since Q1 2021
Holdings of SPY by Atticus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026127,732$95.4M22.7%−2,935−2.2%ReducedHolders
Q1 2026130,667$85.0M23.0%−9,138−6.5%ReducedHolders
Q4 2025139,805$95.3M23.5%−1,122−0.8%ReducedHolders
Q3 2025140,927$93.9M23.7%−7,590−5.1%ReducedHolders
Q2 2025148,517$91.8M24.8%+8,719+6.2%AddedHolders
Q1 2025139,798$78.2M25.5%+6,134+4.6%AddedHolders
Q4 2024133,664$78.3M24.4%+813+0.6%AddedHolders
Q3 2024132,851$76.2M24.5%+2,016+1.5%AddedHolders
Q2 2024130,835$71.2M23.3%−6,992−5.1%ReducedHolders
Q1 2024137,827$72.1M23.6%+6,541+5.0%AddedHolders
Q4 2023131,286$62.4M22.0%+6,946+5.6%AddedHolders
Q3 2023124,340$53.2M20.4%+3,120+2.6%AddedHolders
Q2 2023121,220$53.7M19.8%−1,749−1.4%ReducedHolders
Q1 2023122,969$50.3M19.2%+15,373+14.3%AddedHolders
Q4 2022107,596$41.1M16.9%+17,141+18.9%AddedHolders
Q3 202290,455$34.1M16.5%00.0%UnchangedHolders
Q2 202290,455$34.1M14.2%+3,334+3.8%AddedHolders
Q1 202287,121$39.3M14.4%−4,695−5.1%ReducedHolders
Q4 202191,816$43.6M17.0%−5,900−6.0%ReducedHolders
Q3 202197,716$41.9M18.4%+12,747+15.0%AddedHolders
Q2 202184,969$36.4M15.8%+1,556+1.9%AddedHolders
Q1 202183,413$33.1M15.7%––Holders

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