SEC 13F Intelligence

Retireful, LLC / SPY

Retireful, LLC’s State Str Spdr S&P 500 Etf T Position

Does Retireful, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 3.3K shares worth $2M (+3.07% of its 13F portfolio) as of Q1 2026, down from 6.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
3.3K
% of Portfolio
+3.07%
Quarters Held
11
currently held

Position History SPY

Reported value by quarter
Q2 ’23: $11MQ2 ’23Q3 ’23: $27MQ4 ’23: $10MQ4 ’23Q1 ’24: $26MQ2 ’24: $12MQ2 ’24Q3 ’24: $9MQ4 ’24: $3MQ4 ’24Q2 ’25: $13MQ3 ’25: $11MQ3 ’25Q4 ’25: $4MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.3K$2M+3.07%
Q4 20256.3K$4M+5.39%
Q3 202516.9K$11M+10.90%
Q2 202520.3K$13M+8.63%
Q4 20245.2K$3M+1.71%
Q3 202416.2K$9M+6.87%
Q2 202421.8K$12M+5.57%
Q1 202450.2K$26M+10.93%
Q4 202321.4K$10M+4.43%
Q3 202363.9K$27M+13.03%
Q2 202326.9K$11M+4.12%

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