Superior Planning, LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Superior Planning, LLC’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$46.6K	Buy	+61	New	+$46.3K	0.02%	398

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Superior Planning, LLC's SPY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 61 shares worth $46.6K. The stake represents 0.02% of the portfolio and ranks #398 among its holdings.

3,692 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Superior Planning, LLC held 61 shares of State Street SPDR S&P 500 ETF Trust worth $46.6K as of Q3 2026.
State Street SPDR S&P 500 ETF Trust was a new Superior Planning, LLC position in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #398 holding.
3,692 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.