SEC 13F Intelligence

Stronghold Wealth Management L.L.C. / SPY

Stronghold Wealth Management L.L.C.’s State Str Spdr S&P 500 Etf T Position

Does Stronghold Wealth Management L.L.C. own State Str Spdr S&P 500 Etf T (SPY)? Yes11.4K shares worth $7M (+11.25% of its 13F portfolio) as of Q1 2026, up from 11.3K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
11.4K
% of Portfolio
+11.25%
Quarters Held
2
currently held

Position History SPY

Reported value by quarter
Q4 ’25: $8MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.4K$7M+11.25%
Q4 202511.3K$8M+11.40%

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