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Livermore
Livermore
ZHEN

Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Morris Retirement 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)
1,668
Value
$1.25M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of SPY by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,668$1.25M0.5%−570−25.5%ReducedHolders
Q1 20262,238$1.46M0.6%−143−6.0%ReducedHolders
Q4 20252,381$1.62M0.7%+656+38.0%AddedHolders
Q3 20251,725$1.15M0.5%+120+7.5%AddedHolders
Q2 20251,605$991.8K0.5%+22+1.4%AddedHolders
Q1 20251,583$885.6K0.5%−15−0.9%ReducedHolders
Q4 20241,598$936.6K0.5%+16+1.0%AddedHolders
Q3 20241,582$907.8K0.5%−5−0.3%ReducedHolders
Q2 20241,587$863.5K0.5%−37−2.3%ReducedHolders
Q1 20241,624$849.3K0.5%+206+14.5%AddedHolders
Q4 20231,418$674.1K0.4%+102+7.8%AddedHolders
Q3 20231,316$562.4K0.4%+345+35.5%AddedHolders
Q2 2023971$430.4K0.3%+219+29.1%AddedHolders
Q1 2023752$307.9K0.2%−368−32.9%ReducedHolders
Q4 20221,120$428.3K0.3%+18+1.6%AddedHolders
Q3 20221,102$397.0K0.3%−50−4.3%ReducedHolders
Q2 20221,152$435.0K0.4%+7+0.6%AddedHolders
Q1 20221,145$517.0K0.4%−418−26.7%ReducedHolders
Q4 20211,563$742.0K0.6%+453+40.8%AddedHolders
Q3 20211,110$476.0K0.4%00.0%UnchangedHolders
Q2 20211,110$475.0K0.4%−74−6.3%ReducedHolders
Q1 20211,184$469.0K0.4%––Holders

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