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Livermore
Livermore
ZHEN

Future Financial Wealth Managment LLC

SEC CIK
0001801892
Latest filing
Jul 24, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Future Financial Wealth Managment 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)
520
Value
$383.9K
% of portfolio
0.2%
Quarters held
15
Since Q4 2021
Holdings of SPY by Future Financial Wealth Managment LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026520$383.9K0.2%00.0%UnchangedHolders
Q1 2026520$364.0K0.2%00.0%UnchangedHolders
Q4 2025520$352.3K0.2%00.0%UnchangedHolders
Q3 2025520$346.4K0.2%00.0%UnchangedHolders
Q2 2025520$321.3K0.2%00.0%UnchangedHolders
Q1 2025520$290.9K0.2%00.0%UnchangedHolders
Q4 2024520$304.8K0.2%00.0%UnchangedHolders
Q3 2024520$298.4K0.2%−3−0.6%ReducedHolders
Q2 2024523$284.6K0.3%00.0%UnchangedHolders
Q1 2024523$273.6K0.2%00.0%UnchangedHolders
Q4 2023523$248.6K0.2%+523NewHolders
Q1 20230$00.0%−992−100.0%Sold outHolders
Q4 2022992$379.4K0.4%+992NewHolders
Q3 20220$00.0%−458−100.0%Sold outHolders
Q2 2022458$207.0K0.2%00.0%UnchangedHolders
Q1 2022458$207.0K0.2%−28−5.8%ReducedHolders
Q4 2021486$232.0K0.2%+486NewHolders