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

Decker Retirement 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	$5.97K	Sell	8 -29	-78%	-$21K	﹤0.01%	269
2026 Q1	$24.1K	Sell	37 -21	-36%	-$14.3K	0.01%	127
2025 Q4	$39.6K	Sell	58 -316	-84%	-$214K	0.02%	100
2025 Q3	$249K	Sell	374 -9,308	-96%	-$5.97M	0.14%	76
2025 Q2	$5.98M	Sell	9,682 -11,556	-54%	-$6.61M	3.47%	7
2025 Q1	$11.9M	Sell	21,238 -26,554	-56%	-$15.6M	7.4%	2
2024 Q4	$28M	Buy	+47,792	New	+$28.2M	16.26%	1

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Decker Retirement Planning's SPY Position: Q2 2026 in Review

Decker Retirement Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 78% in Q2 2026, selling an estimated $21K and leaving 8 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Decker Retirement Planning first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $28M in Q4 2024. 2,153 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Decker Retirement Planning held 8 shares of State Street SPDR S&P 500 ETF Trust worth $5.97K as of Q2 2026.
Decker Retirement Planning sold 29 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $21K.
State Street SPDR S&P 500 ETF Trust made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #269 holding.
Decker Retirement Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Decker Retirement Planning's State Street SPDR S&P 500 ETF Trust position peaked at $28M in Q4 2024.
2,153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.