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

Plan A Wealth’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	$1.5M	Buy	2,005 +168	+9%	+$122K	0.64%	18
2026 Q1	$1.19M	Sell	1,837 -8	-0.4%	-$5.44K	0.57%	18
2025 Q4	$1.26M	Buy	1,845 +608	+49%	+$411K	0.62%	19
2025 Q3	$824K	Buy	1,237 +432	+54%	+$277K	0.42%	29
2025 Q2	$497K	Buy	805 +304	+61%	+$174K	0.28%	67
2025 Q1	$280K	Hold	501	–	–	0.22%	75
2024 Q4	$294K	Buy	+501	New	+$295K	0.27%	61

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

Plan A Wealth's SPY Position: Q2 2026 in Review

Plan A Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.1% in Q2 2026, buying an estimated $122K and bringing the position to 2,005 shares worth $1.5M. The position accounts for 0.64% of the portfolio, ranked #18.

Plan A Wealth first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Plan A Wealth held 2,005 shares of State Street SPDR S&P 500 ETF Trust worth $1.5M as of Q2 2026.
Plan A Wealth bought 168 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $122K.
State Street SPDR S&P 500 ETF Trust made up 0.64% of Plan A Wealth's portfolio in Q2 2026, its #18 holding.
Plan A Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.