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

Peak Planning Group’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	$5.77M	Buy	7,729 +235	+3%	+$170K	1.3%	21
2026 Q1	$4.87M	Sell	7,494 -19	-0.3%	-$12.9K	1.35%	20
2025 Q4	$5.12M	Buy	7,513 +4,363	+139%	+$2.95M	1.44%	17
2025 Q3	$2.1M	Sell	3,150 -9	-0.3%	-$5.77K	1.09%	17
2025 Q2	$1.95M	Sell	3,159 -4,862	-61%	-$2.78M	1.25%	15
2025 Q1	$4.49M	Buy	8,021 +235	+3%	+$138K	1.89%	13
2024 Q4	$4.56M	Sell	7,786 -167	-2%	-$98.4K	1.9%	14
2024 Q3	$4.56M	Buy	7,953 +1	+0%	+$553	2%	13
2024 Q2	$4.33M	Buy	7,952 +1,249	+19%	+$654K	2.13%	11
2024 Q1	$3.51M	Buy	6,703 +40	+0.6%	+$19.9K	2.2%	11
2023 Q4	$3.17M	Buy	6,663 +50	+0.8%	+$22.3K	2.28%	12
2023 Q3	$2.83M	Buy	6,613 +147	+2%	+$65.4K	2.21%	12
2023 Q2	$2.87M	Buy	6,466 +108	+2%	+$45.3K	2.13%	11
2023 Q1	$2.6M	Sell	6,358 -362	-5%	-$144K	2.11%	12
2022 Q4	$2.57M	Sell	6,720 -634	-9%	-$244K	2.26%	11
2022 Q3	$2.63M	Buy	7,354 +283	+4%	+$112K	2.43%	10
2022 Q2	$2.67M	Buy	+7,071	New	+$2.9M	2.24%	11
2021 Q4	$3.38M	Sell	7,110 -6	-0.1%	-$2.75K	2.49%	8
2021 Q3	$3.05M	Buy	+7,116	New	+$3.14M	2.63%	7
2021 Q1	$2.88M	Buy	7,255 +29	+0.4%	+$11.2K	2.81%	9
2020 Q4	$2.7M	Sell	7,226 -136	-2%	-$48.2K	3.07%	10
2020 Q3	$2.47M	Buy	+7,362	New	+$2.44M	3.45%	10

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

Peak Planning Group's SPY Position: Q2 2026 in Review

Peak Planning Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.1% in Q2 2026, buying an estimated $170K and bringing the position to 7,729 shares worth $5.77M. The position accounts for 1.3% of the portfolio, ranked #21.

Peak Planning Group first reported a position in SPY in Q3 2020 and has held it in 22 quarters since. 4,637 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Peak Planning Group held 7,729 shares of State Street SPDR S&P 500 ETF Trust worth $5.77M as of Q2 2026.
Peak Planning Group bought 235 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $170K.
State Street SPDR S&P 500 ETF Trust made up 1.3% of Peak Planning Group's portfolio in Q2 2026, its #21 holding.
Peak Planning Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 22 quarters since.
4,637 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.