Ignite Planners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Ignite Planners’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 Q3	$10M	Sell	13,089 -183	-1%	-$139K	1.3%	10
2026 Q2	$9.9M	Buy	13,272 +435	+3%	+$315K	1.36%	7
2026 Q1	$8.36M	Sell	12,837 -76	-0.6%	-$51.7K	1.29%	12
2025 Q4	$8.94M	Sell	12,913 -475	-4%	-$321K	1.37%	8
2025 Q3	$8.92M	Sell	13,388 -269	-2%	-$172K	1.46%	9
2025 Q2	$8.57M	Sell	13,657 -12	-0.1%	-$6.86K	1.49%	9
2025 Q1	$7.63M	Sell	13,669 -53	-0.4%	-$31.2K	1.49%	10
2024 Q4	$8.12M	Buy	13,722 +268	+2%	+$158K	1.78%	8
2024 Q3	$7.72M	Sell	13,454 -607	-4%	-$336K	1.77%	9
2024 Q2	$7.8M	Sell	14,061 -96	-0.7%	-$50.2K	1.9%	9
2024 Q1	$7.39M	Sell	14,157 -753	-5%	-$375K	2.07%	6
2023 Q4	$7.05M	Sell	14,910 -1,541	-9%	-$686K	2.09%	5
2023 Q3	$6.98M	Buy	16,451 +207	+1%	+$92.1K	2.13%	5
2023 Q2	$7.12M	Sell	16,244 -177	-1%	-$74.3K	2.74%	4
2023 Q1	$6.73M	Sell	16,421 -445	-3%	-$178K	2.76%	4
2022 Q4	$6.84M	Buy	16,866 +1,950	+13%	+$749K	2.86%	3
2022 Q3	$5.47M	Sell	14,916 -241	-2%	-$95.7K	4.37%	2
2022 Q2	$5.9M	Sell	15,157 -417	-3%	-$171K	4.84%	2
2022 Q1	$6.64M	Sell	15,574 -106	-0.7%	-$47.2K	4.45%	2
2021 Q4	$7.17M	Buy	+15,680	New	+$7.2M	4.66%	2

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Ignite Planners's SPY Position: Q3 2026 in Review

Ignite Planners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q3 2026, selling an estimated $139K and leaving 13,089 shares worth $10M. The position accounts for 1.3% of the portfolio, ranked #10.

Ignite Planners first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. 1,372 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Ignite Planners held 13,089 shares of State Street SPDR S&P 500 ETF Trust worth $10M as of Q3 2026.
Ignite Planners sold 183 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $139K.
State Street SPDR S&P 500 ETF Trust made up 1.3% of Ignite Planners's portfolio in Q3 2026, its #10 holding.
Ignite Planners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 20 quarters since.
1,372 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.