SEC 13F Intelligence

Howard Wealth Management, LLC / SPY

Howard Wealth Management, LLC’s State Str Spdr S&P 500 Etf T Position

Does Howard Wealth Management, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 6.6K shares worth $4M (+1.82% of its 13F portfolio) as of Q1 2026, up from 6.5K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
6.6K
% of Portfolio
+1.82%
Quarters Held
26
currently held

Position History SPY

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $1MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.6K$4M+1.82%
Q4 20256.5K$4M+1.94%
Q3 20256.5K$4M+2.01%
Q2 20256.5K$4M+2.04%
Q1 20256.6K$4M+2.05%
Q4 20246.6K$4M+2.09%
Q3 20246.6K$4M+2.22%
Q2 20246.6K$4M+2.85%
Q1 20246.7K$3M+2.84%
Q4 20236.7K$3M+2.68%
Q3 20236.7K$3M+2.62%
Q2 20236.7K$3M+2.57%
Q1 20236.7K$3M+2.29%
Q4 20226.6K$3M+2.06%
Q3 20226.3K$2M+1.60%
Q2 20223.3K$1M+1.31%
Q1 20226.2K$3M+1.52%
Q4 20216.2K$3M+1.54%
Q3 20216.1K$3M+1.47%
Q2 20216.3K$3M+1.48%
Q1 20216.3K$2M+1.45%
Q4 20206.2K$2M+1.44%
Q3 20206.0K$2M+1.44%
Q2 20206.1K$2M+1.54%
Q1 20205.9K$2M+1.59%
Q4 20196.0K$2M+1.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Howard Wealth Management, LLC’s full portfolio or all institutional holders of SPY.