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Plus Group Wealth Advisors LLC

SEC CIK
0002109515
Latest filing
Jul 13, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Plus Group 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)
544
Value
$406.2K
% of portfolio
0.4%
Quarters held
3
Since Q4 2025
Holdings of SPY by Plus Group Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026544$406.2K0.4%00.0%UnchangedHolders
Q1 2026544$353.8K0.4%00.0%UnchangedHolders
Q4 2025544$371.0K0.4%–No prior filingHolders