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 Q2	$299K	Buy	+400	New	+$290K	0.06%	175

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 Group Financial's SPY Position: Q2 2026 in Review

Plan Group Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 88% in Q2 2026, selling an estimated $199K and leaving 39 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #246.

Plan Group Financial first reported a position in SPY in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.06M in Q2 2023. 4,651 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Plan Group Financial held 39 shares of State Street SPDR S&P 500 ETF Trust worth $29.1K as of Q2 2026.
Plan Group Financial sold 275 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $199K.
State Street SPDR S&P 500 ETF Trust made up 0.01% of Plan Group Financial's portfolio in Q2 2026, its #246 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 8 quarters since.
Plan Group Financial's State Street SPDR S&P 500 ETF Trust position peaked at $2.06M in Q2 2023.
4,651 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.