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Power Wealth Management LLC

SEC CIK
0002001039
Latest filing
Aug 3, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Power Wealth Management 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)
4,462
Value
$3.33M
% of portfolio
1.1%
Quarters held
11
Since Q4 2023
Holdings of SPY by Power Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,462$3.33M1.1%−146−3.2%ReducedHolders
Q1 20264,608$3.00M1.1%+57+1.3%AddedHolders
Q4 20254,551$3.10M1.1%−352−7.2%ReducedHolders
Q3 20254,903$3.27M1.2%−345−6.6%ReducedHolders
Q2 20255,248$3.24M1.2%−1,965−27.2%ReducedHolders
Q1 20257,213$4.04M1.6%−434−5.7%ReducedHolders
Q4 20247,647$4.48M1.9%−65−0.8%ReducedHolders
Q3 20247,712$4.43M1.9%−345−4.3%ReducedHolders
Q2 20248,057$4.38M2.1%−2,306−22.3%ReducedHolders
Q1 202410,363$5.42M3.4%−48−0.5%ReducedHolders
Q4 202310,411$4.95M3.6%–No prior filingHolders