CFFP
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Center for Financial Planning’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Center for Financial Planning’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
Q2 		$3.18M Sell
4,261
-91
-2% -$66K 0.3% 27
2026
Q1 		$2.83M Sell
4,352
-111
-2% -$75.5K 0.3% 29
2025
Q4 		$3.04M Sell
4,463
-511
-10% -$345K 0.32% 27
2025
Q3 		$3.31M Sell
4,974
-6
-0.1% -$3.85K 0.35% 22
2025
Q2 		$3.08M Buy
4,980
+33
+0.7% +$18.9K 0.35% 22
2025
Q1 		$2.77M Sell
4,947
-105
-2% -$61.7K 0.35% 23
2024
Q4 		$2.96M Sell
5,052
-1
-0% -$589 0.4% 21
2024
Q3 		$2.9M Sell
5,053
-1,185
-19% -$655K 0.39% 20
2024
Q2 		$3.4M Sell
6,238
-96
-2% -$50.2K 0.49% 16
2024
Q1 		$3.31M Sell
6,334
-122
-2% -$60.7K 0.5% 17
2023
Q4 		$3.07M Buy
6,456
+595
+10% +$265K 0.56% 15
2023
Q3 		$2.51M Sell
5,861
-112
-2% -$49.8K 0.54% 16
2023
Q2 		$2.65M Sell
5,973
-134
-2% -$56.2K 0.56% 15
2023
Q1 		$2.5M Sell
6,107
-117
-2% -$46.7K 0.58% 15
2022
Q4 		$2.38M Sell
6,224
-5,454
-47% -$2.1M 0.58% 17
2022
Q3 		$4.17M Buy
11,678
+3,349
+40% +$1.33M 1.11% 10
2022
Q2 		$3.14M Buy
8,329
+243
+3% +$99.5K 0.8% 12
2022
Q1 		$3.65M Buy
8,086
+4,068
+101% +$1.81M 0.75% 12
2021
Q4 		$1.91M Sell
4,018
-337
-8% -$155K 0.39% 23
2021
Q3 		$1.87M Buy
4,355
+8
+0.2% +$3.53K 0.45% 23
2021
Q2 		$1.86M Sell
4,347
-241
-5% -$101K 0.46% 22
2021
Q1 		$1.82M Buy
4,588
+2,667
+139% +$1.03M 0.47% 21
2020
Q4 		$718K Buy
1,921
+221
+13% +$78.4K 0.2% 52
2020
Q3 		$569K Sell
1,700
-118
-6% -$39.1K 0.18% 56
2020
Q2 		$561K Sell
1,818
-2,018
-53% -$591K 0.2% 58
2020
Q1 		$989K Buy
3,836
+3,359
+704% +$1.02M 0.33% 33
2019
Q4 		$154K Buy
+477
New +$147K 0.04% 113

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Center for Financial Planning's SPY Position: Q2 2026 in Review

Center for Financial Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, selling an estimated $66K and leaving 4,261 shares worth $3.18M. The position accounts for 0.3% of the portfolio, ranked #27.

Center for Financial Planning first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.17M in Q3 2022. 2,494 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Center for Financial Planning held 4,261 shares of State Street SPDR S&P 500 ETF Trust worth $3.18M as of Q2 2026.
  • Center for Financial Planning sold 91 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $66K.
  • State Street SPDR S&P 500 ETF Trust made up 0.3% of Center for Financial Planning's portfolio in Q2 2026, its #27 holding.
  • Center for Financial Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's State Street SPDR S&P 500 ETF Trust position peaked at $4.17M in Q3 2022.
  • 2,494 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.