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RM Financial Services, LLC

SEC CIK
0002109852
Latest filing
Aug 4, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by RM Financial Services, 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)
296
Value
$221.0K
% of portfolio
0.2%
Quarters held
2
Since Q4 2025
Holdings of SPY by RM Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026296$221.0K0.2%+296NewHolders
Q1 20260$00.0%−296−100.0%Sold outHolders
Q4 2025296$201.8K0.2%–No prior filingHolders