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McCarthy Grittinger Financial Group, LLC

SEC CIK
0001972750
Latest filing
Aug 3, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by McCarthy Grittinger Financial Group, 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)
120
Value
$89.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SPY by McCarthy Grittinger Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026120$89.7K<0.1%00.0%UnchangedHolders
Q1 2026120$78.1K<0.1%00.0%UnchangedHolders
Q4 2025120$81.9K<0.1%00.0%UnchangedHolders
Q3 2025120$80.0K<0.1%00.0%UnchangedHolders
Q2 2025120$74.2K<0.1%−2−1.6%ReducedHolders
Q1 2025122$68.3K<0.1%−10−7.6%ReducedHolders
Q4 2024132$77.4K<0.1%+5+3.9%AddedHolders
Q3 2024127$72.9K<0.1%−7−5.2%ReducedHolders
Q2 2024134$73.0K<0.1%−52−28.0%ReducedHolders
Q1 2024186$97.3K<0.1%00.0%UnchangedHolders
Q4 2023186$88.4K<0.1%00.0%UnchangedHolders
Q3 2023186$79.5K<0.1%+43+30.1%AddedHolders
Q2 2023143$63.4K<0.1%−19−11.7%ReducedHolders
Q1 2023162$66.4K<0.1%00.0%UnchangedHolders
Q4 2022162$62.0K<0.1%−7−4.1%ReducedHolders
Q3 2022169$60.4K<0.1%00.0%UnchangedHolders
Q2 2022169$63.8K<0.1%−10−5.6%ReducedHolders
Q1 2022179$80.9K<0.1%00.0%UnchangedHolders
Q4 2021179$85.1K<0.1%00.0%UnchangedHolders
Q3 2021179$76.9K<0.1%00.0%UnchangedHolders
Q2 2021179$76.7K<0.1%00.0%UnchangedHolders
Q1 2021179$71.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.