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Grey Fox Wealth Advisors, LLC

SEC CIK
0001965362
Latest filing
Jul 17, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Grey Fox Wealth 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)
1,705
Value
$1.28M
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of SPY by Grey Fox Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,705$1.28M0.2%+353+26.1%AddedHolders
Q1 20261,352$881.6K0.2%+77+6.0%AddedHolders
Q4 20251,275$872.2K0.2%−73−5.4%ReducedHolders
Q3 20251,348$900.2K0.2%−97−6.7%ReducedHolders
Q2 20251,445$895.5K0.2%−313−17.8%ReducedHolders
Q1 20251,758$986.6K0.3%−128−6.8%ReducedHolders
Q4 20241,886$1.11M0.3%−58−3.0%ReducedHolders
Q3 20241,944$1.12M0.3%−44−2.2%ReducedHolders
Q2 20241,988$1.09M0.4%−163−7.6%ReducedHolders
Q1 20242,151$1.13M0.4%+825+62.2%AddedHolders
Q4 20231,326$632.9K0.3%+211+18.9%AddedHolders
Q3 20231,115$478.4K0.2%−4−0.4%ReducedHolders
Q2 20231,119$498.1K0.3%−94−7.7%ReducedHolders
Q1 20231,213$498.6K0.3%00.0%UnchangedHolders
Q4 20221,213$464.0K0.3%–No prior filingHolders