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 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 $1.56T 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Planning Directions's SPY Position: Q1 2026 in Review

Planning Directions reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.4% in Q1 2026, selling an estimated $24.5K and leaving 626 shares worth $407K. The position accounts for 0.21% of the portfolio, ranked #58.

Planning Directions first reported a position in SPY in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.27M in Q1 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Planning Directions held 626 shares of State Street SPDR S&P 500 ETF Trust worth $407K as of Q1 2026.
Planning Directions sold 36 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $24.5K.
State Street SPDR S&P 500 ETF Trust made up 0.21% of Planning Directions's portfolio in Q1 2026, its #58 holding.
Planning Directions first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 16 quarters since.
Planning Directions's State Street SPDR S&P 500 ETF Trust position peaked at $4.27M in Q1 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.