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

OLIO 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	$318K	Hold	426	–	–	0.08%	54
2026 Q1	$277K	Hold	426	–	–	0.08%	56
2025 Q4	$290K	Hold	426	–	–	0.08%	55
2025 Q3	$284K	Hold	426	–	–	0.08%	54
2025 Q2	$263K	Hold	426	–	–	0.08%	56
2025 Q1	$238K	Buy	+426	New	+$250K	0.08%	56

Other funds holding SPY

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

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

OLIO Financial Planning held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 426 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #54.

OLIO Financial Planning first reported a position in SPY in Q1 2025 and has held it in 6 quarters since. 1,181 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

OLIO Financial Planning held 426 shares of State Street SPDR S&P 500 ETF Trust worth $318K as of Q2 2026.
OLIO 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 0.08% of OLIO Financial Planning's portfolio in Q2 2026, its #54 holding.
OLIO Financial Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 6 quarters since.
1,181 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.