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Red Mountain Financial, LLC

SEC CIK
0001997650
Latest filing
Jul 21, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Red Mountain Financial, 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)
385
Value
$287.5K
% of portfolio
0.2%
Quarters held
10
Since Q4 2023
Holdings of SPY by Red Mountain Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026385$287.5K0.2%−67−14.8%ReducedHolders
Q1 2026452$293.9K0.3%00.0%UnchangedHolders
Q4 2025452$308.2K0.3%+46+11.3%AddedHolders
Q3 2025406$270.5K0.3%00.0%UnchangedHolders
Q2 2025406$250.8K0.3%00.0%UnchangedHolders
Q1 2025406$227.1K0.3%00.0%UnchangedHolders
Q4 2024406$237.9K0.3%00.0%UnchangedHolders
Q3 2024406$232.9K0.2%−97−19.3%ReducedHolders
Q2 2024503$273.7K0.3%–No prior filingHolders
Q1 2024––––Not filedHolders
Q4 2023602$286.1K0.4%–No prior filingHolders