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VestGen Advisors, LLC

SEC CIK
0002050130
Latest filing
Aug 11, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by VestGen Advisors, 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)
74,123
Value
$55.4M
% of portfolio
1.6%
Quarters held
6
Since Q1 2025
Holdings of SPY by VestGen Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202674,123$55.4M1.6%−13,339−15.3%ReducedHolders
Q1 202687,462$64.6M1.8%+25,624+41.4%AddedHolders
Q4 202561,838$42.2M1.8%−116,956−65.4%ReducedHolders
Q3 2025178,794$119.1M4.0%+24,901+16.2%AddedHolders
Q2 2025153,893$95.1M3.8%+7,407+5.1%AddedHolders
Q1 2025146,486$81.9M3.7%–No prior filingHolders