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Strategic Wealth Advisors LLC

SEC CIK
0002107449
Latest filing
Aug 7, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Strategic Wealth 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)
16,874
Value
$11.5M
% of portfolio
9.8%
Quarters held
3
Since Q4 2025
Holdings of SPY by Strategic Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,874$11.5M9.8%+116+0.7%AddedHolders
Q1 202616,758$10.9M8.7%−116−0.7%ReducedHolders
Q4 202516,874$11.5M9.8%–No prior filingHolders