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Livermore
Livermore
ZHEN

W Advisors, LLC

SEC CIK
0001929907
Latest filing
Jul 31, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by W Advisors, 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)
8,370
Value
$6.25M
% of portfolio
2.8%
Quarters held
19
Since Q4 2021
Holdings of SPY by W Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,370$6.25M2.8%+10.0%AddedHolders
Q1 20268,369$5.44M2.8%00.0%UnchangedHolders
Q4 20258,369$5.71M2.9%−156−1.8%ReducedHolders
Q3 20258,525$5.68M3.0%−29−0.3%ReducedHolders
Q2 20258,554$5.28M3.0%+2,602+43.7%AddedHolders
Q1 20255,952$3.33M2.1%+20.0%AddedHolders
Q4 20245,950$3.49M2.2%−18−0.3%ReducedHolders
Q3 20245,968$3.42M2.1%−10−0.2%ReducedHolders
Q2 20245,978$3.25M2.1%00.0%UnchangedHolders
Q1 20245,978$3.13M2.1%+3+0.1%AddedHolders
Q4 20235,975$2.84M2.1%00.0%UnchangedHolders
Q3 20235,975$2.55M2.1%+26+0.4%AddedHolders
Q2 20235,949$2.64M2.1%00.0%UnchangedHolders
Q1 20235,949$2.44M2.0%−5−0.1%ReducedHolders
Q4 20225,954$2.28M1.9%+10.0%AddedHolders
Q3 20225,953$2.13M2.0%+20.0%AddedHolders
Q2 20225,951$2.25M1.9%−49−0.8%ReducedHolders
Q1 20226,000$2.71M2.0%−17−0.3%ReducedHolders
Q4 20216,017$2.86M2.1%–No prior filingHolders