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Livermore
Livermore
ZHEN

Enzi Wealth

SEC CIK
0001887441
Latest filing
Jul 15, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Enzi Wealth, 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)
975
Value
$732.9K
% of portfolio
0.2%
Quarters held
16
Since Q3 2022
Holdings of SPY by Enzi Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026975$732.9K0.2%+15+1.6%AddedHolders
Q1 2026960$624.2K0.2%+167+21.1%AddedHolders
Q4 2025793$547.5K0.2%−87−9.9%ReducedHolders
Q3 2025880$581.6K0.2%−5−0.6%ReducedHolders
Q2 2025885$551.8K0.2%−1−0.1%ReducedHolders
Q1 2025886$484.2K0.2%00.0%UnchangedHolders
Q4 2024886$537.5K0.2%+70+8.6%AddedHolders
Q3 2024816$476.8K0.2%+72+9.7%AddedHolders
Q2 2024744$412.7K0.2%+60+8.8%AddedHolders
Q1 2024684$345.0K0.2%−2−0.3%ReducedHolders
Q4 2023686$338.9K0.2%−95−12.2%ReducedHolders
Q3 2023781$337.1K0.2%−447−36.4%ReducedHolders
Q2 20231,228$552.2K0.3%−5−0.4%ReducedHolders
Q1 20231,233$510.5K0.3%+118+10.6%AddedHolders
Q4 20221,115$446.3K0.2%+94+9.2%AddedHolders
Q3 20221,021$407.0K0.2%–No prior filingHolders