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True Link Financial Advisors, LLC

SEC CIK
0001846236
Latest filing
Jul 31, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by True Link 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)
1,350
Value
$1.01M
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of SPY by True Link Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,350$1.01M0.1%+65+5.1%AddedHolders
Q1 20261,285$835.7K0.1%−48−3.6%ReducedHolders
Q4 20251,333$909.0K0.1%+219+19.7%AddedHolders
Q3 20251,114$742.1K<0.1%+125+12.6%AddedHolders
Q2 2025989$611.1K<0.1%−386−28.1%ReducedHolders
Q1 20251,375$769.0K0.1%−1,090−44.2%ReducedHolders
Q4 20242,465$1.44M0.1%+357+16.9%AddedHolders
Q3 20242,108$1.21M0.1%+46+2.2%AddedHolders
Q2 20242,062$1.12M0.1%−153−6.9%ReducedHolders
Q1 20242,215$1.16M0.1%−136−5.8%ReducedHolders
Q4 20232,351$1.12M0.1%+46+2.0%AddedHolders
Q3 20232,305$985.3K0.1%−5−0.2%ReducedHolders
Q2 20232,310$1.02M0.1%+143+6.6%AddedHolders
Q1 20232,167$887.1K0.1%+811+59.8%AddedHolders
Q4 20221,356$518.6K0.1%00.0%UnchangedHolders
Q3 20221,356$484.0K0.1%+15+1.1%AddedHolders
Q2 20221,341$506.0K0.1%−494−26.9%ReducedHolders
Q1 20221,835$829.0K0.1%+1,835NewHolders
Q2 20210$00.0%−374−100.0%Sold outHolders
Q1 2021374$18.0K<0.1%––Holders

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