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

Partners in 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 Q1	$600K	Buy	923 +1	+0.1%	+$680	0.1%	71
2025 Q4	$628K	Buy	922 +2	+0.2%	+$1.35K	0.11%	64
2025 Q3	$613K	Buy	920 +1	+0.1%	+$641	0.11%	65
2025 Q2	$568K	Buy	919 +2	+0.2%	+$1.14K	0.1%	62
2025 Q1	$513K	Sell	917 -5	-0.5%	-$2.94K	0.1%	64
2024 Q4	$540K	Buy	922 +306	+50%	+$180K	0.11%	64
2024 Q3	$354K	Buy	616 +1	+0.2%	+$553	0.07%	80
2024 Q2	$334K	Buy	615 +1	+0.2%	+$523	0.07%	78
2024 Q1	$321K	Buy	614 +1	+0.2%	+$498	0.07%	83
2023 Q4	$292K	Hold	613	–	–	0.07%	83
2023 Q3	$262K	Buy	613 +1	+0.2%	+$445	0.07%	84
2023 Q2	$271K	Buy	612 +1	+0.2%	+$420	0.07%	81
2023 Q1	$250K	Sell	611 -141	-19%	-$56.3K	0.07%	83
2022 Q4	$286K	Hold	752	–	–	0.08%	77
2022 Q3	$298K	Buy	752 +182	+32%	+$72.3K	0.09%	73
2022 Q2	$232K	Buy	+570	New	+$234K	0.07%	86

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Partners in Financial Planning's SPY Position: Q1 2026 in Review

Partners in Financial Planning increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.11% in Q1 2026, buying an estimated $680 and bringing the position to 923 shares worth $600K. The position accounts for 0.1% of the portfolio, ranked #71.

Partners in Financial Planning first reported a position in SPY in Q2 2022 and has held it in 16 quarters since. The position peaked at $628K in Q4 2025. 4,568 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Partners in Financial Planning held 923 shares of State Street SPDR S&P 500 ETF Trust worth $600K as of Q1 2026.
Partners in Financial Planning bought 1 State Street SPDR S&P 500 ETF Trust share in Q1 2026, an estimated $680.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Partners in Financial Planning's portfolio in Q1 2026, its #71 holding.
Partners in Financial Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 16 quarters since.
Partners in Financial Planning's State Street SPDR S&P 500 ETF Trust position peaked at $628K in Q4 2025.
4,568 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.