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Planning Center Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Planning Center Inc’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 		$1.06M Hold
1,420
– – 0.1% 35
2026
Q1 		$923K Hold
1,420
– – 0.09% 35
2025
Q4 		$968K Buy
1,420
+10
+0.7% +$6.76K 0.1% 35
2025
Q3 		$939K Sell
1,410
-28
-2% -$17.9K 0.1% 35
2025
Q2 		$888K Buy
1,438
+28
+2% +$16K 0.1% 35
2025
Q1 		$789K Buy
1,410
+90
+7% +$52.9K 0.09% 34
2024
Q4 		$774K Sell
1,320
-201
-13% -$118K 0.1% 35
2024
Q3 		$872K Hold
1,521
– – 0.11% 34
2024
Q2 		$828K Buy
1,521
+11
+0.7% +$5.76K 0.11% 34
2024
Q1 		$790K Buy
1,510
+5
+0.3% +$2.49K 0.17% 30
2023
Q4 		$715K Buy
1,505
+558
+59% +$249K 0.17% 31
2023
Q3 		$405K Hold
947
– – 0.11% 34
2023
Q2 		$420K Buy
947
+231
+32% +$96.9K 0.11% 34
2023
Q1 		$296K Sell
716
-95
-12% -$37.9K 0.08% 46
2022
Q4 		$310K Buy
811
+170
+27% +$65.3K 0.09% 49
2022
Q3 		$229K Hold
641
– – 0.18% 37
2022
Q2 		$246K Sell
641
-305
-32% -$125K 0.19% 41
2022
Q1 		$427K Buy
946
+20
+2% +$8.9K 1.23% 21
2021
Q4 		$423K Buy
+926
New +$425K 0.34% 29

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Planning Center Inc's SPY Position: Q2 2026 in Review

Planning Center Inc held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,420 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #35.

Planning Center Inc first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Planning Center Inc held 1,420 shares of State Street SPDR S&P 500 ETF Trust worth $1.06M as of Q2 2026.
  • Planning Center Inc 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 0.1% of Planning Center Inc's portfolio in Q2 2026, its #35 holding.
  • Planning Center Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.