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 Q3	$763	Sell	1 -7	-88%	-$5.32K	﹤0.01%	281
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

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

Jane Street New York $1.19T AUM 51.51% 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

Decker Retirement Planning's SPY Position: Q3 2026 in Review

Decker Retirement Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 88% in Q3 2026, selling an estimated $5.32K and leaving 1 share worth $763. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Decker Retirement Planning first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. The position peaked at $28M in Q4 2024. 3,869 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Decker Retirement Planning held 1 share of State Street SPDR S&P 500 ETF Trust worth $763 as of Q3 2026.
Decker Retirement Planning sold 7 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $5.32K.
State Street SPDR S&P 500 ETF Trust made up ﹤0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #281 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 8 quarters since.
Decker Retirement Planning's State Street SPDR S&P 500 ETF Trust position peaked at $28M in Q4 2024.
3,869 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.