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 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 $1.56T 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 $377B AUM 19.32% 1-Year Est. Return

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

Phillips Wealth Planners's SPY Position: Q1 2026 in Review

Phillips Wealth Planners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 91% in Q1 2026, selling an estimated $3.11M and leaving 444 shares worth $328K. The position accounts for 0.25% of the portfolio, ranked #136.

Phillips Wealth Planners first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.6M in Q4 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Phillips Wealth Planners held 444 shares of State Street SPDR S&P 500 ETF Trust worth $328K as of Q1 2026.
Phillips Wealth Planners sold 4,570 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.11M.
State Street SPDR S&P 500 ETF Trust made up 0.25% of Phillips Wealth Planners's portfolio in Q1 2026, its #136 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 14 quarters since.
Phillips Wealth Planners's State Street SPDR S&P 500 ETF Trust position peaked at $3.6M in Q4 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.