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Carson Advisory Inc.

SEC CIK
0001909304
Latest filing
Aug 11, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Carson Advisory 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2022
Holdings of SPY by Carson Advisory Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−618−100.0%Sold outHolders
Q3 2024618$354.5K0.2%+8+1.3%AddedHolders
Q2 2024610$332.0K0.2%+1+0.2%AddedHolders
Q1 2024609$318.6K0.2%−5−0.8%ReducedHolders
Q4 2023614$291.9K0.2%−14−2.2%ReducedHolders
Q3 2023628$268.4K0.2%00.0%UnchangedHolders
Q2 2023628$278.3K0.2%−131−17.3%ReducedHolders
Q1 2023759$310.5K0.3%+759NewHolders
Q2 20220$00.0%−461−100.0%Sold outHolders
Q1 2022461$208.0K0.2%+461NewHolders