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Define Financial, LLC

SEC CIK
0002021320
Latest filing
Jul 13, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Define 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)
1,983
Value
$1.48M
% of portfolio
0.7%
Quarters held
7
Since Q4 2024
Holdings of SPY by Define Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,983$1.48M0.7%+5+0.3%AddedHolders
Q1 20261,978$1.29M0.7%+5+0.3%AddedHolders
Q4 20251,973$1.35M0.8%−36−1.8%ReducedHolders
Q3 20252,009$1.34M0.8%+5+0.2%AddedHolders
Q2 20252,004$1.24M0.8%+52+2.7%AddedHolders
Q1 20251,952$1.04M0.8%−300−13.3%ReducedHolders
Q4 20242,252$1.32M1.0%–No prior filingHolders