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Livermore
Livermore
ZHEN

West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by West Financial 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)
97,397
Value
$72.7M
% of portfolio
11.0%
Quarters held
22
Since Q1 2021
Holdings of SPY by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202697,397$72.7M11.0%+469+0.5%AddedHolders
Q1 202696,928$63.0M10.7%−1,377−1.4%ReducedHolders
Q4 202598,305$67.0M11.3%−6,249−6.0%ReducedHolders
Q3 2025104,554$69.7M11.5%−1,531−1.4%ReducedHolders
Q2 2025106,085$65.5M11.4%−1,685−1.6%ReducedHolders
Q1 2025107,770$60.3M11.5%−877−0.8%ReducedHolders
Q4 2024108,647$63.7M12.3%−114,865−51.4%ReducedHolders
Q3 2024223,512$128.2M24.7%−12,157−5.2%ReducedHolders
Q2 2024235,669$128.3M26.6%+4,618+2.0%AddedHolders
Q1 2024231,051$120.9M25.9%+566+0.2%AddedHolders
Q4 2023230,485$109.6M25.0%−11,659−4.8%ReducedHolders
Q3 2023242,144$103.5M26.0%+2,651+1.1%AddedHolders
Q2 2023239,493$106.2M26.1%+4,705+2.0%AddedHolders
Q1 2023234,788$96.1M25.2%+3,240+1.4%AddedHolders
Q4 2022231,548$88.6M24.7%+8,499+3.8%AddedHolders
Q3 2022223,049$79.7M23.9%+3,869+1.8%AddedHolders
Q2 2022219,180$82.7M24.0%+19,078+9.5%AddedHolders
Q1 2022200,102$90.4M23.8%+35,508+21.6%AddedHolders
Q4 2021164,594$78.2M21.0%+8,217+5.3%AddedHolders
Q3 2021156,377$67.1M19.7%+4,936+3.3%AddedHolders
Q2 2021151,441$64.8M19.8%+15,553+11.4%AddedHolders
Q1 2021135,888$53.9M18.1%––Holders

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