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

Plan Group Financial’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	$204K	Hold	314	–	–	0.05%	217
2025 Q4	$214K	Buy	+314	New	+$212K	0.06%	187
2024 Q3	–	Sell	-1,007	Closed	-$548K	–	117
2024 Q2	$548K	Sell	1,007 -501	-33%	-$262K	0.34%	65
2024 Q1	$789K	Hold	1,508	–	–	0.52%	39
2023 Q4	$717K	Sell	1,508 -2,415	-62%	-$1.08M	0.63%	34
2023 Q3	$1.68M	Sell	3,923 -663	-14%	-$295K	1.21%	20
2023 Q2	$2.06M	Buy	+4,586	New	+$1.92M	1.72%	14

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

Plan Group Financial's SPY Position: Q1 2026 in Review

Plan Group Financial held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 314 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #217.

Plan Group Financial first reported a position in SPY in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.06M in Q2 2023. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Plan Group Financial held 314 shares of State Street SPDR S&P 500 ETF Trust worth $204K as of Q1 2026.
Plan Group Financial left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Plan Group Financial's portfolio in Q1 2026, its #217 holding.
Plan Group Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 7 quarters since.
Plan Group Financial's State Street SPDR S&P 500 ETF Trust position peaked at $2.06M in Q2 2023.
4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.