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

Consolidated Planning Corp’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	$4.84M	Buy	6,342 +5	+0.1%	+$3.8K	0.66%	27
2026 Q2	$4.73M	Sell	6,337 -229	-3%	-$166K	0.64%	32
2026 Q1	$4.27M	Sell	6,566 -144	-2%	-$97.9K	0.69%	30
2025 Q4	$4.58M	Sell	6,710 -660	-9%	-$446K	0.46%	68
2025 Q3	$4.91M	Sell	7,370 -10,184	-58%	-$6.53M	0.52%	66
2025 Q2	$10.8M	Buy	17,554 +9,816	+127%	+$5.61M	1.36%	19
2025 Q1	$4.33M	Sell	7,738 -9,708	-56%	-$5.71M	0.6%	57
2024 Q4	$10.2M	Buy	17,446 +11,150	+177%	+$6.57M	1.39%	18
2024 Q3	$3.61M	Buy	6,296 +205	+3%	+$113K	0.54%	64
2024 Q2	$3.31M	Sell	6,091 -6,125	-50%	-$3.21M	0.55%	59
2024 Q1	$6.39M	Buy	12,216 +7,399	+154%	+$3.68M	1.09%	28
2023 Q4	$2.29M	Sell	4,817 -6,315	-57%	-$2.81M	0.43%	61
2023 Q3	$4.76M	Buy	11,132 +6,315	+131%	+$2.81M	1.05%	29
2023 Q2	$2.14M	Buy	4,817 +352	+8%	+$148K	0.45%	62
2023 Q1	$1.83M	Sell	4,465 -371	-8%	-$148K	0.47%	56
2022 Q4	$1.85M	Sell	4,836 -13,050	-73%	-$5.02M	0.51%	52
2022 Q3	$6.39M	Buy	17,886 +12,761	+249%	+$5.07M	1.99%	11
2022 Q2	$1.93M	Buy	5,125 +913	+22%	+$374K	0.6%	48
2022 Q1	$1.9M	Sell	4,212 -138	-3%	-$61.4K	1.32%	13
2021 Q4	$2.07M	Buy	4,350 +810	+23%	+$372K	1.33%	13
2021 Q3	$1.52M	Buy	3,540 +10	+0.3%	+$4.41K	0.99%	14
2021 Q2	$1.51M	Sell	3,530 -188	-5%	-$78.5K	1.12%	14
2021 Q1	$1.47M	Sell	3,718 -110	-3%	-$42.4K	0.94%	15
2020 Q4	$1.43M	Sell	3,828 -222	-5%	-$78.8K	0.93%	18
2020 Q3	$1.36M	Hold	4,050	–	–	1.01%	17
2020 Q2	$1.25M	Sell	4,050 -245	-6%	-$71.7K	1.22%	16
2020 Q1	$1.11M	Hold	4,295	–	–	1.39%	13
2019 Q4	$1.38M	Buy	+4,295	New	+$1.32M	1.37%	12

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Consolidated Planning Corp's SPY Position: Q3 2026 in Review

Consolidated Planning Corp increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.08% in Q3 2026, buying an estimated $3.8K and bringing the position to 6,342 shares worth $4.84M. The position accounts for 0.66% of the portfolio, ranked #27.

Consolidated Planning Corp first reported a position in SPY in Q4 2019 and has held it in 28 quarters since. The position peaked at $10.8M in Q2 2025. 1,923 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Consolidated Planning Corp held 6,342 shares of State Street SPDR S&P 500 ETF Trust worth $4.84M as of Q3 2026.
Consolidated Planning Corp bought 5 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $3.8K.
State Street SPDR S&P 500 ETF Trust made up 0.66% of Consolidated Planning Corp's portfolio in Q3 2026, its #27 holding.
Consolidated Planning Corp first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 28 quarters since.
Consolidated Planning Corp's State Street SPDR S&P 500 ETF Trust position peaked at $10.8M in Q2 2025.
1,923 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.