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 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 $1.56T 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

Golden Bell Financial Planning's SPY Position: Q1 2026 in Review

Golden Bell Financial Planning held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 448 shares worth $291K. The position accounts for 0.23% of the portfolio, ranked #30.

Golden Bell Financial Planning first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $306K in Q4 2025. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Golden Bell Financial Planning held 448 shares of State Street SPDR S&P 500 ETF Trust worth $291K as of Q1 2026.
Golden Bell Financial Planning left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Golden Bell Financial Planning's portfolio in Q1 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 6 quarters since.
Golden Bell Financial Planning's State Street SPDR S&P 500 ETF Trust position peaked at $306K in Q4 2025.
4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.