Skip to main content
Livermore
Livermore
ZHEN

Monument Group Wealth Advisors, LLC

SEC CIK
0001965665
Latest filing
Jul 27, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Monument Group 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)
1,048
Value
$782.9K
% of portfolio
0.4%
Quarters held
11
Since Q4 2023
Holdings of SPY by Monument Group Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,048$782.9K0.4%+1+0.1%AddedHolders
Q1 20261,047$681.2K0.4%+51+5.1%AddedHolders
Q4 2025996$679.4K0.4%+390+64.4%AddedHolders
Q3 2025606$403.7K0.2%00.0%UnchangedHolders
Q2 2025606$374.4K0.2%00.0%UnchangedHolders
Q1 2025606$339.0K0.2%00.0%UnchangedHolders
Q4 2024606$355.2K0.3%00.0%UnchangedHolders
Q3 2024606$347.7K0.2%00.0%UnchangedHolders
Q2 2024606$329.8K0.2%00.0%UnchangedHolders
Q1 2024606$317.0K0.2%00.0%UnchangedHolders
Q4 2023606$288.0K0.2%–No prior filingHolders