New England Professional Planning Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

New England Professional Planning Group’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	$471K	Hold	631	–	–	0.18%	25
2026 Q1	$410K	Hold	631	–	–	0.17%	28
2025 Q4	$430K	Hold	631	–	–	0.18%	25
2025 Q3	$420K	Sell	631 -108	-15%	-$69.2K	0.19%	24
2025 Q2	$457K	Hold	739	–	–	0.21%	23
2025 Q1	$413K	Hold	739	–	–	0.21%	23
2024 Q4	$433K	Buy	739 +124	+20%	+$73.1K	0.22%	23
2024 Q3	$353K	Sell	615 -116	-16%	-$64.1K	0.17%	24
2024 Q2	$398K	Hold	731	–	–	0.21%	23
2024 Q1	$382K	Sell	731 -181	-20%	-$90.1K	0.2%	24
2023 Q4	$433K	Hold	912	–	–	0.25%	20
2023 Q3	$390K	Sell	912 -153	-14%	-$68.1K	0.24%	20
2023 Q2	$472K	Hold	1,065	–	–	0.28%	18
2023 Q1	$435K	Hold	1,065	–	–	0.26%	18
2022 Q4	$407K	Buy	1,065 +221	+26%	+$84.9K	0.23%	20
2022 Q3	$301K	Buy	844 +153	+22%	+$60.8K	0.21%	23
2022 Q2	$261K	Hold	691	–	–	0.18%	26
2022 Q1	$312K	Buy	691 +19	+3%	+$8.46K	0.19%	25
2021 Q4	$312K	Hold	672	–	–	0.19%	25
2021 Q3	$308K	Buy	672 +38	+6%	+$16.8K	0.18%	27
2021 Q2	$281K	Hold	634	–	–	0.17%	29
2021 Q1	$266K	Buy	+634	New	+$244K	0.16%	37

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

New England Professional Planning Group's SPY Position: Q2 2026 in Review

New England Professional Planning Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 631 shares worth $471K. The position accounts for 0.18% of the portfolio, ranked #25.

New England Professional Planning Group first reported a position in SPY in Q1 2021 and has held it in 22 quarters since. The position peaked at $472K in Q2 2023. 2,821 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

New England Professional Planning Group held 631 shares of State Street SPDR S&P 500 ETF Trust worth $471K as of Q2 2026.
New England Professional Planning Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.18% of New England Professional Planning Group's portfolio in Q2 2026, its #25 holding.
New England Professional Planning Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 22 quarters since.
New England Professional Planning Group's State Street SPDR S&P 500 ETF Trust position peaked at $472K in Q2 2023.
2,821 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.