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 Q2	$290K	Sell	389 -8	-2%	-$5.8K	0.05%	59
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 $1.81T 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

Leading Edge Financial Planning's SPY Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q2 2026, selling an estimated $5.8K and leaving 389 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #59.

Leading Edge Financial Planning first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Leading Edge Financial Planning held 389 shares of State Street SPDR S&P 500 ETF Trust worth $290K as of Q2 2026.
Leading Edge Financial Planning sold 8 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.8K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Leading Edge Financial Planning's portfolio in Q2 2026, its #59 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 9 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.