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Livermore
Livermore
ZHEN

MBL Wealth, LLC

SEC CIK
0001845785
Latest filing
Jul 15, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by MBL Wealth, 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)
216,949
Value
$162.0M
% of portfolio
11.1%
Quarters held
20
Since Q1 2021
Holdings of SPY by MBL Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026216,949$162.0M11.1%−860−0.4%ReducedHolders
Q1 2026217,809$141.7M10.7%+4,148+1.9%AddedHolders
Q4 2025213,661$145.7M11.7%+1,449+0.7%AddedHolders
Q3 2025212,212$141.4M12.4%−719−0.3%ReducedHolders
Q2 2025212,931$131.6M12.6%+9,812+4.8%AddedHolders
Q1 2025203,119$113.6M11.5%−3,877−1.9%ReducedHolders
Q4 2024206,996$124.1M12.5%+3,580+1.8%AddedHolders
Q3 2024203,416$116.7M12.6%+4,952+2.5%AddedHolders
Q2 2024198,464$108.0M12.1%+4,822+2.5%AddedHolders
Q1 2024193,642$101.3M11.5%+7,739+4.2%AddedHolders
Q4 2023185,903$88.4M11.1%+7,646+4.3%AddedHolders
Q3 2023178,257$76.2M10.7%+3,930+2.3%AddedHolders
Q2 2023174,327$77.3M10.9%+1,695+1.0%AddedHolders
Q1 2023172,632$70.7M11.1%−3,971−2.2%ReducedHolders
Q4 2022176,603$67.5M12.9%+6,720+4.0%AddedHolders
Q3 2022169,883$60.7M13.1%+28,601+20.2%AddedHolders
Q2 2022141,282$53.3M13.3%+10,566+8.1%AddedHolders
Q1 2022130,716$59.0M14.4%–No prior filingHolders
Q4 2021––––Not filedHolders
Q3 2021103,696$44.5M15.4%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 202191,549$36.3M12.7%––Holders

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