Axim Planning & Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Axim Planning & Wealth’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
2025 Q3	–	Sell	-393	Closed	-$243K	–	106
2025 Q2	$243K	Buy	+393	New	+$225K	0.22%	46
2024 Q2	–	Sell	-402	Closed	-$210K	–	30
2024 Q1	$210K	Sell	402 -357	-47%	-$178K	0.17%	20
2023 Q4	$361K	Buy	+759	New	+$338K	0.33%	12
2023 Q1	–	Sell	-562	Closed	-$215K	–	29
2022 Q4	$215K	Buy	562 +187	+50%	+$71.9K	0.22%	25
2022 Q3	$134K	Buy	375 +347	+1,239%	+$138K	0.13%	25
2022 Q2	$11K	Buy	+28	New	+$11.5K	0.01%	89

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axim Planning & Wealth's SPY Position: Q3 2025 in Review

Axim Planning & Wealth sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2025, closing a stake of 393 shares — an estimated $243K sold.

Axim Planning & Wealth first reported a position in SPY in Q2 2022 and held it in 6 quarters. The position peaked at $361K in Q4 2023. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Axim Planning & Wealth reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2025 after selling out during the quarter.
Axim Planning & Wealth sold 393 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $243K.
Axim Planning & Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and held it in 6 quarters.
Axim Planning & Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $361K in Q4 2023.
4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Axim Planning & Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.