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West Wealth Group, LLC

SEC CIK
0001923591
Latest filing
Aug 6, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by West Wealth Group, 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)
1,199
Value
$895.6K
% of portfolio
0.1%
Quarters held
15
Since Q4 2021
Holdings of SPY by West Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,199$895.6K0.1%+3+0.3%AddedHolders
Q1 20261,196$778.0K0.2%+40+3.5%AddedHolders
Q4 20251,156$788.3K0.2%+155+15.5%AddedHolders
Q3 20251,001$665.7K0.2%+253+33.8%AddedHolders
Q2 2025748$473.8K0.1%−391−34.3%ReducedHolders
Q1 20251,139$639.2K0.2%+630+123.8%AddedHolders
Q4 2024509$298.6K0.1%+13+2.6%AddedHolders
Q3 2024496$284.6K0.1%+2+0.4%AddedHolders
Q2 2024494$269.1K0.1%+1+0.2%AddedHolders
Q1 2024493$257.8K0.1%+3+0.6%AddedHolders
Q4 2023490$232.9K0.1%+4+0.8%AddedHolders
Q3 2023486$207.8K0.1%+2+0.4%AddedHolders
Q2 2023484$214.7K0.1%+484NewHolders
Q2 20220$00.0%−478−100.0%Sold outHolders
Q1 2022478$215.0K0.1%+11+2.4%AddedHolders
Q4 2021467$222.0K0.1%–No prior filingHolders