Skip to main content

Sacks & Associates, LLC

SEC CIK
0002145868
Latest filing
Aug 4, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Sacks & Associates, 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)
2,057
Value
$1.54M
% of portfolio
1.0%
Quarters held
3
Since Q4 2025
Holdings of SPY by Sacks & Associates, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,057$1.54M1.0%+7+0.3%AddedHolders
Q1 20262,050$1.33M1.0%+4+0.2%AddedHolders
Q4 20252,046$1.40M1.0%–No prior filingHolders