SEC 13F Intelligence

Future You Wealth LLC / SPY

Future You Wealth LLC’s State Str Spdr S&P 500 Etf T Position

Does Future You Wealth LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes4.1K shares worth $3M (+1.38% of its 13F portfolio) as of Q2 2025, down from 4.4K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
4.1K
% of Portfolio
+1.38%
Quarters Held
2
currently held

Position History SPY

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20254.1K$3M+1.38%
Q1 20254.4K$2M+1.59%

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