Planning Capital Management Corporation’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Planning Capital Management Corporation’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
2024 Q3	$1.53M	Buy	2,673 +747	+39%	+$413K	1.02%	27
2024 Q2	$1.05M	Buy	1,926 +369	+24%	+$193K	0.74%	32
2024 Q1	$815K	Sell	1,557 -73	-4%	-$36.3K	0.59%	38
2023 Q4	$775K	Buy	+1,630	New	+$726K	0.61%	32

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Planning Capital Management Corporation's SPY Position: Q3 2024 in Review

Planning Capital Management Corporation increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 39% in Q3 2024, buying an estimated $413K and bringing the position to 2,673 shares worth $1.53M. The position accounts for 1.02% of the portfolio, ranked #27.

Planning Capital Management Corporation first reported a position in SPY in Q4 2023 and has held it in 4 quarters since. 3,794 funds tracked by Wall St. Rank hold SPY as of Q3 2024.

Planning Capital Management Corporation held 2,673 shares of State Street SPDR S&P 500 ETF Trust worth $1.53M as of Q3 2024.
Planning Capital Management Corporation bought 747 State Street SPDR S&P 500 ETF Trust shares in Q3 2024, an estimated $413K.
State Street SPDR S&P 500 ETF Trust made up 1.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #27 holding.
Planning Capital Management Corporation first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 4 quarters since.
3,794 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.