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

Planning Directions’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	$468K	Buy	627 +1	+0.2%	+$725	0.22%	61
2026 Q1	$407K	Sell	626 -36	-5%	-$24.5K	0.21%	58
2025 Q4	$451K	Buy	662 +149	+29%	+$101K	0.23%	50
2025 Q3	$342K	Hold	513	–	–	0.18%	63
2025 Q2	$317K	Sell	513 -7,123	-93%	-$4.07M	0.18%	60
2025 Q1	$4.27M	Buy	7,636 +7,011	+1,122%	+$4.12M	1.83%	17
2024 Q4	$366K	Hold	625	–	–	0.21%	54
2024 Q3	$358K	Buy	625 +1	+0.2%	+$553	0.21%	56
2024 Q2	$340K	Hold	624	–	–	0.23%	54
2024 Q1	$326K	Buy	624 +1	+0.2%	+$498	0.23%	55
2023 Q4	$296K	Hold	623	–	–	0.21%	55
2023 Q3	$266K	Buy	623 +110	+21%	+$48.9K	0.2%	50
2023 Q2	$227K	Sell	513 -171	-25%	-$71.8K	0.17%	61
2023 Q1	$280K	Hold	684	–	–	0.21%	51
2022 Q4	$261K	Buy	684 +1	+0.1%	+$384	0.2%	56
2022 Q3	$244K	Buy	683 +1	+0.1%	+$397	0.2%	55
2022 Q2	$257K	Buy	+682	New	+$279K	0.2%	53

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

Planning Directions's SPY Position: Q2 2026 in Review

Planning Directions increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.16% in Q2 2026, buying an estimated $725 and bringing the position to 627 shares worth $468K. The position accounts for 0.22% of the portfolio, ranked #61.

Planning Directions first reported a position in SPY in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.27M in Q1 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Planning Directions held 627 shares of State Street SPDR S&P 500 ETF Trust worth $468K as of Q2 2026.
Planning Directions bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Planning Directions's portfolio in Q2 2026, its #61 holding.
Planning Directions first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 17 quarters since.
Planning Directions's State Street SPDR S&P 500 ETF Trust position peaked at $4.27M in Q1 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.