BFC Planning, Inc.’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

BFC Planning, Inc.’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	$48.1M	Sell	64,458 -9,519	-13%	-$6.9M	1.96%	4
2026 Q1	$48.1M	Buy	73,977 +1,117	+2%	+$759K	2.15%	5
2025 Q4	$49.7M	Buy	72,860 +27,624	+61%	+$18.7M	2.2%	5
2025 Q3	$30.1M	Buy	45,236 +2,736	+6%	+$1.75M	2.18%	5
2025 Q2	$26.3M	Sell	42,500 -2,553	-6%	-$1.46M	2.06%	5
2025 Q1	$25.2M	Buy	45,053 +1,666	+4%	+$979K	2.22%	4
2024 Q4	$25.4M	Buy	+43,387	New	+$25.6M	2.11%	5

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFC Planning, Inc.'s SPY Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q2 2026, selling an estimated $6.9M and leaving 64,458 shares worth $48.1M. The position accounts for 1.96% of the portfolio, ranked #4.

BFC Planning, Inc. first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.7M in Q4 2025. 4,679 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

BFC Planning, Inc. held 64,458 shares of State Street SPDR S&P 500 ETF Trust worth $48.1M as of Q2 2026.
BFC Planning, Inc. sold 9,519 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.9M.
State Street SPDR S&P 500 ETF Trust made up 1.96% of BFC Planning, Inc.'s portfolio in Q2 2026, its #4 holding.
BFC Planning, Inc. first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s State Street SPDR S&P 500 ETF Trust position peaked at $49.7M in Q4 2025.
4,679 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.