SEC 13F Intelligence

Strategic Wealth Advisors LLC / SPY

Strategic Wealth Advisors LLC’s State Str Spdr S&P 500 Etf T Position

Does Strategic Wealth Advisors LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes16.8K shares worth $11M (+8.74% of its 13F portfolio) as of Q1 2026, down from 16.9K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
16.8K
% of Portfolio
+8.74%
Quarters Held
2
currently held

Position History SPY

Reported value by quarter
Q4 ’25: $12MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.8K$11M+8.74%
Q4 202516.9K$12M+9.84%

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