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 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 $1.56T 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

Holistic Planning's SPY Position: Q1 2026 in Review

Holistic Planning increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q1 2026, buying an estimated $539K and bringing the position to 6,710 shares worth $4.36M. The position accounts for 0.87% of the portfolio, ranked #24.

Holistic Planning first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Holistic Planning held 6,710 shares of State Street SPDR S&P 500 ETF Trust worth $4.36M as of Q1 2026.
Holistic Planning bought 793 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $539K.
State Street SPDR S&P 500 ETF Trust made up 0.87% of Holistic Planning's portfolio in Q1 2026, its #24 holding.
Holistic Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.