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Sweeney & Michel, LLC

SEC CIK
0001979556
Latest filing
Aug 10, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Sweeney & Michel, 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)
572
Value
$442.1K
% of portfolio
0.1%
Quarters held
9
Since Q1 2024
Holdings of SPY by Sweeney & Michel, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026572$442.1K0.1%−4−0.7%ReducedHolders
Q1 2026576$395.5K0.1%+15+2.7%AddedHolders
Q4 2025561$388.5K0.1%−8−1.4%ReducedHolders
Q3 2025569$371.4K0.1%+38+7.2%AddedHolders
Q2 2025531$330.9K0.1%+4+0.8%AddedHolders
Q1 2025527$261.8K0.1%–No prior filingHolders
Q4 2024––––Not filedHolders
Q3 2024444$259.8K0.1%+22+5.2%AddedHolders
Q2 2024422$234.4K0.1%+25+6.3%AddedHolders
Q1 2024397$207.6K0.1%–No prior filingHolders