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

OFC 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 		– Sell
-10
Closed -$23.2K – 60
2026
Q1 		$23.2K Sell
10
-20
-67% -$13.6K 0.02% 56
2025
Q4 		$23.6K Buy
+30
New +$20.3K 0.02% 57

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OFC Financial Planning's SPY Position: Q2 2026 in Review

OFC Financial Planning held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 5,772 shares worth $4.31M. The position accounts for 3.83% of the portfolio, ranked #4.

OFC Financial Planning first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • OFC Financial Planning held 5,772 shares of State Street SPDR S&P 500 ETF Trust worth $4.31M as of Q2 2026.
  • OFC Financial Planning 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 3.83% of OFC Financial Planning's portfolio in Q2 2026, its #4 holding.
  • OFC Financial Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • 3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.