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

Leading Edge 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	$258K	Buy	397 +39	+11%	+$26.5K	0.05%	61
2025 Q4	$244K	Hold	358	–	–	0.06%	58
2025 Q3	$238K	Hold	358	–	–	0.06%	54
2025 Q2	$221K	Hold	358	–	–	0.06%	53
2025 Q1	$200K	Hold	358	–	–	0.06%	58
2024 Q4	$210K	Sell	358 -33	-8%	-$19.4K	0.07%	56
2024 Q3	$224K	Buy	391 +20	+5%	+$11.1K	0.08%	51
2024 Q2	$202K	Buy	+371	New	+$194K	0.08%	50

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

Leading Edge Financial Planning's SPY Position: Q1 2026 in Review

Leading Edge Financial Planning increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q1 2026, buying an estimated $26.5K and bringing the position to 397 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #61.

Leading Edge Financial Planning first reported a position in SPY in Q2 2024 and has held it in 8 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Leading Edge Financial Planning held 397 shares of State Street SPDR S&P 500 ETF Trust worth $258K as of Q1 2026.
Leading Edge Financial Planning bought 39 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $26.5K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Leading Edge Financial Planning's portfolio in Q1 2026, its #61 holding.
Leading Edge Financial Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 8 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.