Northeast Planning Associates NH’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Northeast Planning Associates NH’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	$641K	Sell	859 -82	-9%	-$59.5K	0.48%	34
2026 Q1	$612K	Hold	941	–	–	0.41%	27
2025 Q4	$642K	Hold	941	–	–	0.45%	27
2025 Q3	$627K	Hold	941	–	–	0.53%	25
2025 Q2	$581K	Hold	941	–	–	0.54%	25
2025 Q1	$526K	Sell	941 -575	-38%	-$338K	0.44%	27
2024 Q4	$888K	Buy	+1,516	New	+$893K	0.92%	18

Other funds holding SPY

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Northeast Planning Associates NH's SPY Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.7% in Q2 2026, selling an estimated $59.5K and leaving 859 shares worth $641K. The position accounts for 0.48% of the portfolio, ranked #34.

Northeast Planning Associates NH first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $888K in Q4 2024. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Northeast Planning Associates NH held 859 shares of State Street SPDR S&P 500 ETF Trust worth $641K as of Q2 2026.
Northeast Planning Associates NH sold 82 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $59.5K.
State Street SPDR S&P 500 ETF Trust made up 0.48% of Northeast Planning Associates NH's portfolio in Q2 2026, its #34 holding.
Northeast Planning Associates NH first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Northeast Planning Associates NH's State Street SPDR S&P 500 ETF Trust position peaked at $888K in Q4 2024.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.