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 Q3	$46.9K	Buy	61 +22	+56%	+$16.7K	0.01%	226
2026 Q2	$29.1K	Sell	39 -275	-88%	-$199K	0.01%	246
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Plan Group Financial's SPY Position: Q3 2026 in Review

Plan Group Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 56% in Q3 2026, buying an estimated $16.7K and bringing the position to 61 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #226.

Plan Group Financial first reported a position in SPY in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.06M in Q2 2023. 2,831 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Plan Group Financial held 61 shares of State Street SPDR S&P 500 ETF Trust worth $46.9K as of Q3 2026.
Plan Group Financial bought 22 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $16.7K.
State Street SPDR S&P 500 ETF Trust made up 0.01% of Plan Group Financial's portfolio in Q3 2026, its #226 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 9 quarters since.
Plan Group Financial's State Street SPDR S&P 500 ETF Trust position peaked at $2.06M in Q2 2023.
2,831 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.