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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Marks Group Wealth Management, Inc, 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)
8,794
Value
$6.57M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of SPY by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,794$6.57M0.6%−31−0.4%ReducedHolders
Q1 20268,825$5.74M0.6%−745−7.8%ReducedHolders
Q4 20259,570$6.53M0.6%−193−2.0%ReducedHolders
Q3 20259,763$6.50M0.6%−24−0.2%ReducedHolders
Q2 20259,787$6.05M0.6%+2,782+39.7%AddedHolders
Q1 20257,005$3.92M0.4%+28+0.4%AddedHolders
Q4 20246,977$4.09M0.4%+464+7.1%AddedHolders
Q3 20246,513$3.74M0.4%−10.0%ReducedHolders
Q2 20246,514$3.55M0.4%+110+1.7%AddedHolders
Q1 20246,404$3.35M0.4%00.0%UnchangedHolders
Q4 20236,404$3.04M0.3%+71+1.1%AddedHolders
Q3 20236,333$2.71M0.3%+908+16.7%AddedHolders
Q2 20235,425$2.40M0.3%−34−0.6%ReducedHolders
Q1 20235,459$2.23M0.3%+360+7.1%AddedHolders
Q4 20225,099$1.95M0.3%−39−0.8%ReducedHolders
Q3 20225,138$1.83M0.3%+51+1.0%AddedHolders
Q2 20225,087$1.92M0.3%−2,269−30.8%ReducedHolders
Q1 20227,356$3.32M0.4%+2,602+54.7%AddedHolders
Q4 20214,754$2.26M0.3%+3,870+437.8%AddedHolders
Q3 2021884$379.0K0.1%+60+7.3%AddedHolders
Q2 2021824$352.0K<0.1%00.0%UnchangedHolders
Q1 2021824$326.0K<0.1%––Holders

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