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Livermore
Livermore
ZHEN

Goldstein Advisors, LLC

SEC CIK
0001963807
Latest filing
Jul 20, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Goldstein 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)
5,154
Value
$3.85M
% of portfolio
0.4%
Quarters held
15
Since Q4 2022
Holdings of SPY by Goldstein Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,154$3.85M0.4%+1,322+34.5%AddedHolders
Q1 20263,832$2.49M0.3%00.0%UnchangedHolders
Q4 20253,832$2.61M0.3%00.0%UnchangedHolders
Q3 20253,832$2.55M0.3%00.0%UnchangedHolders
Q2 20253,832$2.37M0.3%00.0%UnchangedHolders
Q1 20253,832$2.14M0.3%−14−0.4%ReducedHolders
Q4 20243,846$2.25M0.3%+3,146+449.4%AddedHolders
Q3 2024700$401.8K0.1%+13+1.9%AddedHolders
Q2 2024687$374.0K0.1%+20+3.0%AddedHolders
Q1 2024667$349.0K0.1%−15−2.2%ReducedHolders
Q4 2023682$324.3K0.1%+5+0.7%AddedHolders
Q3 2023677$289.5K0.1%−14−2.0%ReducedHolders
Q2 2023691$306.4K0.1%−3−0.4%ReducedHolders
Q1 2023694$284.2K0.1%−15−2.1%ReducedHolders
Q4 2022709$271.0K0.1%–No prior filingHolders