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 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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Planned Solutions's SPY Position: Q2 2026 in Review

Planned Solutions held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 774 shares worth $578K. The position accounts for 0.17% of the portfolio, ranked #69.

Planned Solutions first reported a position in SPY in Q3 2020 and has held it in 22 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Planned Solutions held 774 shares of State Street SPDR S&P 500 ETF Trust worth $578K as of Q2 2026.
Planned Solutions left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.17% of Planned Solutions's portfolio in Q2 2026, its #69 holding.
Planned Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 22 quarters since.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.