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Livermore
Livermore
ZHEN

Sightline Wealth Advisors, LLC

SEC CIK
0001841979
Latest filing
Jul 22, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Sightline Wealth 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)
8,569
Value
$6.40M
% of portfolio
2.3%
Quarters held
22
Since Q1 2021
Holdings of SPY by Sightline Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,569$6.40M2.3%+19+0.2%AddedHolders
Q1 20268,550$5.56M2.4%+15+0.2%AddedHolders
Q4 20258,535$5.82M2.5%−29−0.3%ReducedHolders
Q3 20258,564$5.70M2.6%−54−0.6%ReducedHolders
Q2 20258,618$5.32M2.6%−162−1.8%ReducedHolders
Q1 20258,780$4.91M2.6%−81−0.9%ReducedHolders
Q4 20248,861$5.19M2.8%+24+0.3%AddedHolders
Q3 20248,837$5.07M2.8%+26+0.3%AddedHolders
Q2 20248,811$4.80M3.0%+24+0.3%AddedHolders
Q1 20248,787$4.60M3.0%+121+1.4%AddedHolders
Q4 20238,666$4.12M3.1%+30+0.3%AddedHolders
Q3 20238,636$3.69M3.4%+26+0.3%AddedHolders
Q2 20238,610$3.52M3.5%00.0%UnchangedHolders
Q1 20238,610$3.52M3.6%−140−1.6%ReducedHolders
Q4 20228,750$3.35M3.6%+494+6.0%AddedHolders
Q3 20228,256$3.03M3.6%+28+0.3%AddedHolders
Q2 20228,228$3.09M3.0%+785+10.5%AddedHolders
Q1 20227,443$3.36M2.8%−93−1.2%ReducedHolders
Q4 20217,536$3.60M3.2%+19+0.3%AddedHolders
Q3 20217,517$3.23M2.7%−219−2.8%ReducedHolders
Q2 20217,736$3.31M2.7%−80−1.0%ReducedHolders
Q1 20217,816$3.10M2.9%––Holders

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