Skip to main content

Wealth Advisory Team LLC

SEC CIK
0002039196
Latest filing
Jul 23, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Wealth Advisory Team 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)
375
Value
$280.8K
% of portfolio
0.2%
Quarters held
2
Since Q4 2025
Holdings of SPY by Wealth Advisory Team LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026375$280.8K0.2%–No prior filingHolders
Q1 2026––––Not filedHolders
Q4 2025415$283.8K0.3%–No prior filingHolders