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 Q3	$2.15M	Buy	2,824 +819	+41%	+$622K	0.77%	19
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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

FCM

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Plan A Wealth's SPY Position: Q3 2026 in Review

Plan A Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 41% in Q3 2026, buying an estimated $622K and bringing the position to 2,824 shares worth $2.15M. The position accounts for 0.77% of the portfolio, ranked #19.

Plan A Wealth first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Plan A Wealth held 2,824 shares of State Street SPDR S&P 500 ETF Trust worth $2.15M as of Q3 2026.
Plan A Wealth bought 819 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $622K.
State Street SPDR S&P 500 ETF Trust made up 0.77% of Plan A Wealth's portfolio in Q3 2026, its #19 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 8 quarters since.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.