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Livermore
Livermore
ZHEN

Laurel Wealth Planning LLC

SEC CIK
0001842010
Latest filing
Jul 30, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Laurel Wealth Planning 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)
2,027
Value
$1.51M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of SPY by Laurel Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,027$1.51M0.7%+250+14.1%AddedHolders
Q1 20261,777$1.16M0.6%−35−1.9%ReducedHolders
Q4 20251,812$1.24M0.7%+13+0.7%AddedHolders
Q3 20251,799$1.20M0.6%−17−0.9%ReducedHolders
Q2 20251,816$1.12M0.6%−117−6.1%ReducedHolders
Q1 20251,933$1.08M0.7%−180−8.5%ReducedHolders
Q4 20242,113$1.24M0.8%+476+29.1%AddedHolders
Q3 20241,637$939.0K0.6%−258−13.6%ReducedHolders
Q2 20241,895$1.03M0.7%−804−29.8%ReducedHolders
Q1 20242,699$1.41M0.9%−192−6.6%ReducedHolders
Q4 20232,891$1.37M1.0%−2,688−48.2%ReducedHolders
Q3 20235,579$2.38M1.9%−215−3.7%ReducedHolders
Q2 20235,794$2.57M1.8%−1,528−20.9%ReducedHolders
Q1 20237,322$3.00M2.0%−1,605−18.0%ReducedHolders
Q4 20228,927$3.41M2.2%+8,396+1,581.2%AddedHolders
Q3 2022531$190.0K0.1%00.0%UnchangedHolders
Q2 2022531$200.0K0.1%−96−15.3%ReducedHolders
Q1 2022627$283.0K0.2%00.0%UnchangedHolders
Q4 2021627$298.0K0.2%00.0%UnchangedHolders
Q3 2021627$269.0K0.2%−358−36.3%ReducedHolders
Q2 2021985$422.0K0.4%+838+570.1%AddedHolders
Q1 2021147$58.0K0.1%––Holders

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