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Livermore
Livermore
ZHEN

Wealthspan Partners, LLC

SEC CIK
0001909805
Latest filing
Aug 6, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Wealthspan Partners, 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)
2,180
Value
$1.63M
% of portfolio
0.5%
Quarters held
17
Since Q2 2022
Holdings of SPY by Wealthspan Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,180$1.63M0.5%−4−0.2%ReducedHolders
Q1 20262,184$1.42M0.5%+53+2.5%AddedHolders
Q4 20252,131$1.45M0.5%+13+0.6%AddedHolders
Q3 20252,118$1.41M0.5%+64+3.1%AddedHolders
Q2 20252,054$1.27M0.5%+106+5.4%AddedHolders
Q1 20251,948$1.09M0.5%−21−1.1%ReducedHolders
Q4 20241,969$1.15M0.6%+255+14.9%AddedHolders
Q3 20241,714$983.5K0.5%+119+7.5%AddedHolders
Q2 20241,595$867.8K0.5%+151+10.5%AddedHolders
Q1 20241,444$755.6K0.4%+407+39.2%AddedHolders
Q4 20231,037$493.0K0.3%−2−0.2%ReducedHolders
Q3 20231,039$444.2K0.4%00.0%UnchangedHolders
Q2 20231,039$460.5K0.4%00.0%UnchangedHolders
Q1 20231,039$425.2K0.4%−6−0.6%ReducedHolders
Q4 20221,045$399.8K0.4%−139−11.7%ReducedHolders
Q3 20221,184$423.0K0.4%+54+4.8%AddedHolders
Q2 20221,130$426.0K0.4%+1,130NewHolders