Game Plan Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Game Plan Financial Advisors’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	$97.6K	Buy	150 +80	+114%	+$54.4K	0.04%	106
2025 Q4	$47.7K	Sell	70 -10	-13%	-$6.76K	0.02%	142
2025 Q3	$53.3K	Sell	80 -5	-6%	-$3.21K	0.02%	140
2025 Q2	$52.5K	Buy	85 +35	+70%	+$20K	0.02%	139
2025 Q1	$28K	Hold	50	–	–	0.01%	162
2024 Q4	$29.3K	Hold	50	–	–	0.01%	159
2024 Q3	$28.7K	Hold	50	–	–	0.01%	163
2024 Q2	$27.2K	Hold	50	–	–	0.01%	169
2024 Q1	$26.2K	Hold	50	–	–	0.01%	182
2023 Q4	$23.8K	Buy	+50	New	+$22.3K	0.01%	185
2020 Q1	–	Sell	-680	Closed	-$219K	–	102
2019 Q4	$219K	Buy	+680	New	+$209K	0.21%	76

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

Game Plan Financial Advisors's SPY Position: Q1 2026 in Review

Game Plan Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 114% in Q1 2026, buying an estimated $54.4K and bringing the position to 150 shares worth $97.6K. The position accounts for 0.04% of the portfolio, ranked #106.

Game Plan Financial Advisors first reported a position in SPY in Q4 2019 and has held it in 11 quarters since. The position peaked at $219K in Q4 2019. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Game Plan Financial Advisors held 150 shares of State Street SPDR S&P 500 ETF Trust worth $97.6K as of Q1 2026.
Game Plan Financial Advisors bought 80 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $54.4K.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Game Plan Financial Advisors's portfolio in Q1 2026, its #106 holding.
Game Plan Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 11 quarters since.
Game Plan Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $219K in Q4 2019.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.