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Downshift Financial, LLC

SEC CIK
0002118380
Latest filing
Aug 12, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Downshift Financial, 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)
566
Value
$422.5K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of SPY by Downshift Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026566$422.5K0.2%00.0%UnchangedHolders
Q1 2026566$401.5K0.2%+90+18.9%AddedHolders
Q4 2025476$322.2K0.2%–No prior filingHolders