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Sensible Money, LLC

SEC CIK
0001965229
Latest filing
Jul 30, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Sensible Money, 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)
2,849
Value
$2.13M
% of portfolio
0.6%
Quarters held
15
Since Q4 2022
Holdings of SPY by Sensible Money, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,849$2.13M0.6%+3+0.1%AddedHolders
Q1 20262,846$1.85M0.6%−626−18.0%ReducedHolders
Q4 20253,472$2.37M0.8%+380+12.3%AddedHolders
Q3 20253,092$2.06M0.7%−48−1.5%ReducedHolders
Q2 20253,140$1.94M0.7%−37−1.2%ReducedHolders
Q1 20253,177$1.78M0.8%−412−11.5%ReducedHolders
Q4 20243,589$2.10M0.9%+56+1.6%AddedHolders
Q3 20243,533$2.03M0.9%+1,149+48.2%AddedHolders
Q2 20242,384$1.30M0.6%+103+4.5%AddedHolders
Q1 20242,281$1.19M0.6%−108−4.5%ReducedHolders
Q4 20232,389$1.14M0.7%−16−0.7%ReducedHolders
Q3 20232,405$1.03M0.7%00.0%UnchangedHolders
Q2 20232,405$1.07M0.8%−370−13.3%ReducedHolders
Q1 20232,775$1.14M1.0%00.0%UnchangedHolders
Q4 20222,775$1.06M1.1%–No prior filingHolders