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Livermore
Livermore
ZHEN

Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Rise Advisors, 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)
1,979
Value
$1.48M
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of SPY by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,979$1.48M0.4%+62+3.2%AddedHolders
Q1 20261,917$1.26M0.4%+68+3.7%AddedHolders
Q4 20251,849$1.26M0.4%−43−2.3%ReducedHolders
Q3 20251,892$1.26M0.5%−29−1.5%ReducedHolders
Q2 20251,921$1.19M0.5%+199+11.6%AddedHolders
Q1 20251,722$963.1K0.4%+432+33.5%AddedHolders
Q4 20241,290$755.8K0.4%+157+13.9%AddedHolders
Q3 20241,133$650.2K0.3%+307+37.2%AddedHolders
Q2 2024826$449.4K0.2%+48+6.2%AddedHolders
Q1 2024778$407.1K0.2%+26+3.5%AddedHolders
Q4 2023752$357.5K0.2%+23+3.2%AddedHolders
Q3 2023729$311.5K0.2%+86+13.4%AddedHolders
Q2 2023643$285.2K0.2%−64−9.1%ReducedHolders
Q1 2023707$289.2K0.2%+70+11.0%AddedHolders
Q4 2022637$243.5K0.2%+231+56.9%AddedHolders
Q3 2022406$145.0K0.1%+72+21.6%AddedHolders
Q2 2022334$126.0K0.1%+13+4.0%AddedHolders
Q1 2022321$145.0K0.1%−576−64.2%ReducedHolders
Q4 2021897$426.2K0.4%–No prior filingHolders