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

Planning Project LLC’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
2025 Q4	$1.76M	Buy	+2,575	New	+$1.74M	0.44%	12

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Planning Project LLC's SPY Position: Q4 2025 in Review

Planning Project LLC opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2025: 2,575 shares worth $1.76M. The stake represents 0.44% of the portfolio and ranks #12 among its holdings.

4,628 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Planning Project LLC held 2,575 shares of State Street SPDR S&P 500 ETF Trust worth $1.76M as of Q4 2025.
State Street SPDR S&P 500 ETF Trust was a new Planning Project LLC position in Q4 2025.
State Street SPDR S&P 500 ETF Trust made up 0.44% of Planning Project LLC's portfolio in Q4 2025, its #12 holding.
4,628 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.