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Clear Retirement Advice LLC

SEC CIK
0002112984
Latest filing
Jul 15, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Clear Retirement Advice 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)
874
Value
$652.7K
% of portfolio
0.4%
Quarters held
3
Since Q4 2025
Holdings of SPY by Clear Retirement Advice LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026874$652.7K0.4%00.0%UnchangedHolders
Q1 2026874$568.4K0.4%00.0%UnchangedHolders
Q4 2025874$599.7K0.5%–No prior filingHolders