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

Financial Planning Hawaii’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	$1.34M	Buy	1,798 +353	+24%	+$256K	0.72%	39
2026 Q1	$940K	Buy	1,445 +29	+2%	+$19.7K	0.55%	45
2025 Q4	$965K	Buy	+1,416	New	+$957K	0.56%	45

Other funds holding SPY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Financial Planning Hawaii's SPY Position: Q2 2026 in Review

Financial Planning Hawaii increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 24% in Q2 2026, buying an estimated $256K and bringing the position to 1,798 shares worth $1.34M. The position accounts for 0.72% of the portfolio, ranked #39.

Financial Planning Hawaii first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 3,071 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Financial Planning Hawaii held 1,798 shares of State Street SPDR S&P 500 ETF Trust worth $1.34M as of Q2 2026.
Financial Planning Hawaii bought 353 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $256K.
State Street SPDR S&P 500 ETF Trust made up 0.72% of Financial Planning Hawaii's portfolio in Q2 2026, its #39 holding.
Financial Planning Hawaii first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
3,071 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.