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

Golden Bell 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	$334K	Sell	447 -1	-0.2%	-$725	0.25%	30
2026 Q1	$291K	Hold	448	–	–	0.23%	30
2025 Q4	$306K	Hold	448	–	–	0.25%	29
2025 Q3	$298K	Hold	448	–	–	0.26%	29
2025 Q2	$277K	Sell	448 -1	-0.2%	-$572	0.26%	28
2025 Q1	$251K	Hold	449	–	–	0.24%	29
2024 Q4	$263K	Buy	+449	New	+$265K	0.26%	29

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

Golden Bell Financial Planning's SPY Position: Q2 2026 in Review

Golden Bell Financial Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.22% in Q2 2026, selling an estimated $725 and leaving 447 shares worth $334K. The position accounts for 0.25% of the portfolio, ranked #30.

Golden Bell Financial Planning first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Golden Bell Financial Planning held 447 shares of State Street SPDR S&P 500 ETF Trust worth $334K as of Q2 2026.
Golden Bell Financial Planning sold 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.25% of Golden Bell Financial Planning's portfolio in Q2 2026, its #30 holding.
Golden Bell Financial Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.