Phillips Wealth Planners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Phillips Wealth Planners’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	$324K	Sell	433 -11	-2%	-$7.97K	0.24%	142
2026 Q1	$328K	Sell	444 -4,570	-91%	-$3.11M	0.25%	136
2025 Q4	$3.44M	Buy	5,014 +4,552	+985%	+$3.08M	2.76%	2
2025 Q3	$310K	Sell	462 -40	-8%	-$25.6K	0.26%	136
2025 Q2	$311K	Sell	502 -11	-2%	-$6.29K	0.28%	127
2025 Q1	$274K	Sell	513 -5,686	-92%	-$3.34M	0.29%	124
2024 Q4	$3.6M	Buy	6,199 +5,699	+1,140%	+$3.36M	3.59%	2
2024 Q3	$291K	Sell	500 -21	-4%	-$11.6K	0.28%	129
2024 Q2	$292K	Sell	521 -15	-3%	-$7.85K	0.31%	120
2024 Q1	$270K	Sell	536 -5,186	-91%	-$2.58M	0.31%	126
2023 Q4	$2.73M	Buy	5,722 +5,140	+883%	+$2.29M	3.28%	2
2023 Q3	$248K	Sell	582 -7	-1%	-$3.11K	0.34%	117
2023 Q2	$261K	Sell	589 -7	-1%	-$2.94K	0.34%	108
2023 Q1	$248K	Sell	596 -103	-15%	-$41.1K	0.33%	117
2022 Q4	$289K	Buy	+699	New	+$269K	0.5%	73

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

Phillips Wealth Planners's SPY Position: Q2 2026 in Review

Phillips Wealth Planners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q2 2026, selling an estimated $7.97K and leaving 433 shares worth $324K. The position accounts for 0.24% of the portfolio, ranked #142.

Phillips Wealth Planners first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.6M in Q4 2024. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Phillips Wealth Planners held 433 shares of State Street SPDR S&P 500 ETF Trust worth $324K as of Q2 2026.
Phillips Wealth Planners sold 11 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $7.97K.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Phillips Wealth Planners's portfolio in Q2 2026, its #142 holding.
Phillips Wealth Planners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Phillips Wealth Planners's State Street SPDR S&P 500 ETF Trust position peaked at $3.6M in Q4 2024.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.