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

Defined 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
2025 Q3	$835K	Buy	+1,241	New	+$796K	0.69%	28

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

Defined Financial Planning's SPY Position: Q3 2025 in Review

Defined Financial Planning opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2025: 1,241 shares worth $835K. The stake represents 0.69% of the portfolio and ranks #28 among its holdings.

4,245 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Defined Financial Planning held 1,241 shares of State Street SPDR S&P 500 ETF Trust worth $835K as of Q3 2025.
State Street SPDR S&P 500 ETF Trust was a new Defined Financial Planning position in Q3 2025.
State Street SPDR S&P 500 ETF Trust made up 0.69% of Defined Financial Planning's portfolio in Q3 2025, its #28 holding.
4,245 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.