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Wealth Group, Ltd.

SEC CIK
0002013988
Latest filing
Jul 21, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Wealth Group, Ltd., 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of SPY by Wealth Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−717−100.0%Sold outHolders
Q1 2025717$401.0K0.3%+342+91.2%AddedHolders
Q4 2024375$220.0K0.1%+375NewHolders