Next Level Wealth Planning’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Next Level Wealth 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	$246K	Buy	329 +20	+6%	+$14.5K	0.11%	70
2026 Q1	$201K	Buy	+309	New	+$210K	0.1%	72
2025 Q2	–	Sell	-1,203	Closed	-$673K	–	56
2025 Q1	$673K	Buy	+1,203	New	+$707K	0.51%	15

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

Next Level Wealth Planning's SPY Position: Q2 2026 in Review

Next Level Wealth Planning increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.5% in Q2 2026, buying an estimated $14.5K and bringing the position to 329 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #70.

Next Level Wealth Planning first reported a position in SPY in Q1 2025 and has held it in 3 quarters since. The position peaked at $673K in Q1 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Next Level Wealth Planning held 329 shares of State Street SPDR S&P 500 ETF Trust worth $246K as of Q2 2026.
Next Level Wealth Planning bought 20 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $14.5K.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Next Level Wealth Planning's portfolio in Q2 2026, its #70 holding.
Next Level Wealth Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 3 quarters since.
Next Level Wealth Planning's State Street SPDR S&P 500 ETF Trust position peaked at $673K in Q1 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.