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Broadway Wealth Solutions, Inc.

SEC CIK
0002021265
Latest filing
Jul 13, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Broadway Wealth Solutions, Inc., 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)
808
Value
$603.0K
% of portfolio
0.3%
Quarters held
3
Since Q4 2025
Holdings of SPY by Broadway Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026808$603.0K0.3%+2+0.2%AddedHolders
Q1 2026806$524.1K0.3%−20−2.4%ReducedHolders
Q4 2025826$563.3K0.3%+826NewHolders