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

Financial Life Planners’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 		$2.19M Sell
2,931
-15
-0.5% -$10.9K 1.41% 12
2026
Q1 		$1.92M Sell
2,946
-23
-0.8% -$15.6K 1.47% 12
2025
Q4 		$2.02M Buy
2,969
+157
+6% +$106K 1.45% 14
2025
Q3 		$1.87M Buy
2,812
+54
+2% +$34.6K 1.26% 14
2025
Q2 		$1.7M Sell
2,758
-383
-12% -$219K 1.39% 15
2025
Q1 		$1.76M Sell
3,141
-87
-3% -$51.1K 1.71% 12
2024
Q4 		$1.89M Buy
+3,228
New +$1.9M 1.59% 13

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Financial Life Planners's SPY Position: Q2 2026 in Review

Financial Life Planners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.51% in Q2 2026, selling an estimated $10.9K and leaving 2,931 shares worth $2.19M. The position accounts for 1.41% of the portfolio, ranked #12.

Financial Life Planners first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 2,398 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Financial Life Planners held 2,931 shares of State Street SPDR S&P 500 ETF Trust worth $2.19M as of Q2 2026.
  • Financial Life Planners sold 15 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.9K.
  • State Street SPDR S&P 500 ETF Trust made up 1.41% of Financial Life Planners's portfolio in Q2 2026, its #12 holding.
  • Financial Life Planners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • 2,398 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.