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Choice Wealth Advisors, LLC

SEC CIK
0001842357
Latest filing
Jul 9, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Choice 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)
877
Value
$654.9K
% of portfolio
0.2%
Quarters held
9
Since Q2 2022
Holdings of SPY by Choice Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026877$654.9K0.2%+2+0.2%AddedHolders
Q1 2026875$569.3K0.2%−174−16.6%ReducedHolders
Q4 20251,049$715.0K0.3%−57−5.2%ReducedHolders
Q3 20251,106$736.6K0.3%+2+0.2%AddedHolders
Q2 20251,104$682.1K0.3%00.0%UnchangedHolders
Q1 20251,104$617.6K0.3%+34+3.2%AddedHolders
Q4 20241,070$627.1K0.3%+721+206.6%AddedHolders
Q3 2024349$200.2K0.1%+349NewHolders
Q3 20220$00.0%−3,318−100.0%Sold outHolders
Q2 20223,318$1.25M1.0%+3,318NewHolders