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

Essential 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 Q1	$8.17M	Buy	12,568 +2,425	+24%	+$1.65M	2.6%	10
2025 Q4	$6.92M	Buy	10,143 +2,885	+40%	+$1.95M	2.21%	13
2025 Q3	$4.84M	Buy	7,258 +2,626	+57%	+$1.68M	1.66%	17
2025 Q2	$2.86M	Buy	4,632 +1,430	+45%	+$817K	1.07%	19
2025 Q1	$1.79M	Sell	3,202 -70,635	-96%	-$41.5M	0.72%	22
2024 Q4	$43.6M	Buy	73,837 +72,875	+7,575%	+$42.9M	0.28%	33
2024 Q3	$552K	Buy	+962	New	+$532K	0.23%	43

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Essential Planning's SPY Position: Q1 2026 in Review

Essential Planning increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 24% in Q1 2026, buying an estimated $1.65M and bringing the position to 12,568 shares worth $8.17M. The position accounts for 2.6% of the portfolio, ranked #10.

Essential Planning first reported a position in SPY in Q3 2024 and has held it in 7 quarters since. The position peaked at $43.6M in Q4 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Essential Planning held 12,568 shares of State Street SPDR S&P 500 ETF Trust worth $8.17M as of Q1 2026.
Essential Planning bought 2,425 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.65M.
State Street SPDR S&P 500 ETF Trust made up 2.6% of Essential Planning's portfolio in Q1 2026, its #10 holding.
Essential Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 7 quarters since.
Essential Planning's State Street SPDR S&P 500 ETF Trust position peaked at $43.6M in Q4 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.