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Retirement Financial Solutions, LLC

SEC CIK
0001962532
Latest filing
Jul 30, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Retirement Financial Solutions, 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2022
Holdings of SPY by Retirement Financial Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−675−100.0%Sold outHolders
Q4 2023675$321.0K0.2%−35,713−98.1%ReducedHolders
Q3 202336,388$15.6M10.5%−2,806−7.2%ReducedHolders
Q2 202339,194$17.4M11.9%+2,310+6.3%AddedHolders
Q1 202336,884$15.1M12.0%−9,948−21.2%ReducedHolders
Q4 202246,832$17.9M15.2%–No prior filingHolders