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Widmann Financial Services, Inc.

SEC CIK
0001906640
Latest filing
Aug 14, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Widmann Financial Services, Inc., 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)
3,204
Value
$2.39M
% of portfolio
1.3%
Quarters held
19
Since Q4 2021
Holdings of SPY by Widmann Financial Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,204$2.39M1.3%+48+1.5%AddedHolders
Q1 20263,156$2.05M1.2%−20−0.6%ReducedHolders
Q4 20253,176$2.17M1.3%+20+0.6%AddedHolders
Q3 20253,156$2.10M1.3%−29−0.9%ReducedHolders
Q2 20253,185$1.97M1.4%+38+1.2%AddedHolders
Q1 20253,147$1.76M1.4%00.0%UnchangedHolders
Q4 20243,147$1.84M1.4%−74−2.3%ReducedHolders
Q3 20243,221$1.85M1.4%−14−0.4%ReducedHolders
Q2 20243,235$1.76M1.4%−42−1.3%ReducedHolders
Q1 20243,277$1.71M1.4%−4−0.1%ReducedHolders
Q4 20233,281$1.56M1.4%+72+2.2%AddedHolders
Q3 20233,209$1.37M1.4%−15−0.5%ReducedHolders
Q2 20233,224$1.43M1.4%+10.0%AddedHolders
Q1 20233,223$1.32M1.3%+270+9.1%AddedHolders
Q4 20222,953$1.13M1.2%+73+2.5%AddedHolders
Q3 20222,880$1.03M1.1%+615+27.2%AddedHolders
Q2 20222,265$854.0K0.9%00.0%UnchangedHolders
Q1 20222,265$1.02M0.9%00.0%UnchangedHolders
Q4 20212,265$1.07M0.9%–No prior filingHolders