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

Holistic 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	$5.27M	Buy	7,051 +341	+5%	+$247K	0.82%	29
2026 Q1	$4.36M	Buy	6,710 +793	+13%	+$539K	0.87%	24
2025 Q4	$4.04M	Sell	5,917 -147	-2%	-$99.4K	0.86%	25
2025 Q3	$4.04M	Sell	6,064 -245	-4%	-$157K	1.06%	19
2025 Q2	$3.9M	Sell	6,309 -883	-12%	-$505K	1.12%	19
2025 Q1	$4.02M	Buy	7,192 +3,611	+101%	+$2.12M	1.36%	14
2024 Q4	$2.1M	Sell	3,581 -21	-0.6%	-$12.4K	0.76%	26
2024 Q3	$2.07M	Buy	3,602 +90	+3%	+$49.8K	0.87%	23
2024 Q2	$1.84M	Hold	3,512	–	–	1.41%	22
2024 Q1	$1.84M	Sell	3,512 -214	-6%	-$107K	1.4%	22
2023 Q4	$1.77M	Buy	+3,726	New	+$1.66M	1.49%	19

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

Holistic Planning's SPY Position: Q2 2026 in Review

Holistic Planning increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.1% in Q2 2026, buying an estimated $247K and bringing the position to 7,051 shares worth $5.27M. The position accounts for 0.82% of the portfolio, ranked #29.

Holistic Planning first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,646 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Holistic Planning held 7,051 shares of State Street SPDR S&P 500 ETF Trust worth $5.27M as of Q2 2026.
Holistic Planning bought 341 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $247K.
State Street SPDR S&P 500 ETF Trust made up 0.82% of Holistic Planning's portfolio in Q2 2026, its #29 holding.
Holistic Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
4,646 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.