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

Forbes 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
2026
Q2 		$2.09M Sell
2,795
-70
-2% -$50.8K 1.12% 18
2026
Q1 		$1.86M Sell
2,865
-32
-1% -$21.8K 1.08% 18
2025
Q4 		$1.98M Sell
2,897
-371
-11% -$251K 1.16% 18
2025
Q3 		$2.18M Hold
3,268
– – 1.44% 18
2025
Q2 		$2.02M Sell
3,268
-541
-14% -$309K 1.36% 19
2025
Q1 		$2.13M Sell
3,809
-1
-0% -$588 1.58% 20
2024
Q4 		$2.23M Sell
3,810
-2,892
-43% -$1.7M 1.08% 21
2024
Q3 		$3.85M Sell
6,702
-291
-4% -$161K 2.77% 18
2024
Q2 		$3.81M Sell
6,993
-108
-2% -$56.5K 2.99% 17
2024
Q1 		$3.71M Buy
7,101
+197
+3% +$98.1K 3.2% 16
2023
Q4 		$3.28M Buy
6,904
+198
+3% +$88.2K 3.06% 16
2023
Q3 		$2.87M Sell
6,706
-96
-1% -$42.7K 3.07% 15
2023
Q2 		$3.01M Buy
6,802
+38
+0.6% +$15.9K 2.91% 16
2023
Q1 		$2.77M Buy
6,764
+87
+1% +$34.7K 2.72% 16
2022
Q4 		$2.38M Hold
6,677
– – 3.47% 13
2022
Q3 		$2.38M Buy
6,677
+7
+0.1% +$2.78K 3.47% 13
2022
Q2 		$2.51M Sell
6,670
-20
-0.3% -$8.19K 3.6% 13
2022
Q1 		$3.02M Sell
6,690
-58
-0.9% -$25.8K 3.76% 11
2021
Q4 		$3.2M Buy
+6,748
New +$3.1M 3.16% 15

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Forbes Financial Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.4% in Q2 2026, selling an estimated $50.8K and leaving 2,795 shares worth $2.09M. The position accounts for 1.12% of the portfolio, ranked #18.

Forbes Financial Planning first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.85M in Q3 2024. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Forbes Financial Planning held 2,795 shares of State Street SPDR S&P 500 ETF Trust worth $2.09M as of Q2 2026.
  • Forbes Financial Planning sold 70 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $50.8K.
  • State Street SPDR S&P 500 ETF Trust made up 1.12% of Forbes Financial Planning's portfolio in Q2 2026, its #18 holding.
  • Forbes Financial Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • Forbes Financial Planning's State Street SPDR S&P 500 ETF Trust position peaked at $3.85M in Q3 2024.
  • 3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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