Planned Solutions’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Planned Solutions’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	$590K	Hold	774	–	–	0.16%	64
2026 Q2	$578K	Hold	774	–	–	0.17%	69
2026 Q1	$503K	Hold	774	–	–	0.16%	69
2025 Q4	$528K	Hold	774	–	–	0.17%	68
2025 Q3	$516K	Sell	774 -64	-8%	-$41K	0.18%	66
2025 Q2	$518K	Hold	838	–	–	0.2%	61
2025 Q1	$469K	Buy	838 +5	+0.6%	+$2.94K	0.19%	62
2024 Q4	$488K	Hold	833	–	–	0.2%	55
2024 Q3	$478K	Hold	833	–	–	0.19%	55
2024 Q2	$453K	Hold	833	–	–	0.22%	52
2024 Q1	$436K	Hold	833	–	–	0.21%	53
2023 Q4	$396K	Buy	833 +63	+8%	+$28.1K	0.19%	55
2023 Q3	$329K	Sell	770 -6	-0.8%	-$2.67K	0.2%	54
2023 Q2	$344K	Buy	776 +25	+3%	+$10.5K	0.2%	50
2023 Q1	$307K	Hold	751	–	–	0.19%	54
2022 Q4	$287K	Buy	+751	New	+$289K	0.21%	49
2022 Q3	–	Sell	-537	Closed	-$203K	–	67
2022 Q2	$203K	Hold	537	–	–	0.19%	62
2022 Q1	$243K	Hold	537	–	–	0.17%	62
2021 Q4	$255K	Buy	+537	New	+$247K	0.17%	66
2021 Q2	$230K	Hold	537	–	–	0.16%	63
2021 Q1	$213K	Hold	537	–	–	0.17%	59
2020 Q4	$201K	Sell	537 -502	-48%	-$178K	0.16%	53
2020 Q3	$348K	Buy	+1,039	New	+$344K	0.34%	32

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

SDAM

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

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Planned Solutions's SPY Position: Q3 2026 in Review

Planned Solutions held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 774 shares worth $590K. The position accounts for 0.16% of the portfolio, ranked #64.

Planned Solutions first reported a position in SPY in Q3 2020 and has held it in 23 quarters since. 1,053 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Planned Solutions held 774 shares of State Street SPDR S&P 500 ETF Trust worth $590K as of Q3 2026.
Planned Solutions left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Planned Solutions's portfolio in Q3 2026, its #64 holding.
Planned Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 23 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.