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

Fiduciary 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	$5.58M	Sell	8,575 -858	-9%	-$583K	1.68%	17
2025 Q4	$6.43M	Sell	9,433 -72	-0.8%	-$48.7K	1.95%	13
2025 Q3	$6.33M	Hold	9,505	–	–	1.94%	13
2025 Q2	$5.87M	Sell	9,505 -230	-2%	-$131K	1.94%	13
2025 Q1	$5.45M	Sell	9,735 -885	-8%	-$520K	1.79%	13
2024 Q4	$6.22M	Sell	10,620 -1,253	-11%	-$738K	2.02%	13
2024 Q3	$6.81M	Buy	11,873 +212	+2%	+$117K	2.31%	12
2024 Q2	$6.35M	Buy	11,661 +79	+0.7%	+$41.3K	2.27%	11
2024 Q1	$6.06M	Buy	11,582 +550	+5%	+$274K	2.29%	12
2023 Q4	$5.24M	Buy	11,032 +10,043	+1,015%	+$4.47M	2.23%	11
2023 Q3	$423K	Buy	+989	New	+$440K	0.2%	50
2021 Q4	–	Sell	-616	Closed	-$264K	–	60
2021 Q3	$264K	Sell	616 -193	-24%	-$85.1K	0.14%	60
2021 Q2	$346K	Buy	809 +2	+0.2%	+$835	0.3%	55
2021 Q1	$320K	Buy	807 +2	+0.2%	+$771	0.48%	33
2020 Q4	$301K	Buy	805 +3	+0.4%	+$1.06K	0.42%	44
2020 Q3	$269K	Buy	+802	New	+$266K	0.44%	42
2020 Q1	–	Sell	-3,351	Closed	-$1.09M	–	71
2019 Q4	$1.09M	Buy	+3,351	New	+$1.03M	1.01%	16

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

Fiduciary Planning's SPY Position: Q1 2026 in Review

Fiduciary Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.1% in Q1 2026, selling an estimated $583K and leaving 8,575 shares worth $5.58M. The position accounts for 1.68% of the portfolio, ranked #17.

Fiduciary Planning first reported a position in SPY in Q4 2019 and has held it in 17 quarters since. The position peaked at $6.81M in Q3 2024. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Fiduciary Planning held 8,575 shares of State Street SPDR S&P 500 ETF Trust worth $5.58M as of Q1 2026.
Fiduciary Planning sold 858 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $583K.
State Street SPDR S&P 500 ETF Trust made up 1.68% of Fiduciary Planning's portfolio in Q1 2026, its #17 holding.
Fiduciary Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 17 quarters since.
Fiduciary Planning's State Street SPDR S&P 500 ETF Trust position peaked at $6.81M in Q3 2024.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.