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

Planning Solutions Group’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
2019 Q2	$1.92M	Sell	6,543 -18	-0.3%	-$5.18K	0.99%	23
2019 Q1	$1.85M	Sell	6,561 -7,512	-53%	-$2.04M	0.99%	22
2018 Q4	$3.52M	Buy	+14,073	New	+$3.79M	2.14%	10

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Planning Solutions Group's SPY Position: Q2 2019 in Review

Planning Solutions Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.27% in Q2 2019, selling an estimated $5.18K and leaving 6,543 shares worth $1.92M. The position accounts for 0.99% of the portfolio, ranked #23.

Planning Solutions Group first reported a position in SPY in Q4 2018 and has held it in 3 quarters since. The position peaked at $3.52M in Q4 2018. 2,140 funds tracked by Wall St. Rank hold SPY as of Q2 2019.

Planning Solutions Group held 6,543 shares of State Street SPDR S&P 500 ETF Trust worth $1.92M as of Q2 2019.
Planning Solutions Group sold 18 State Street SPDR S&P 500 ETF Trust shares in Q2 2019, an estimated $5.18K.
State Street SPDR S&P 500 ETF Trust made up 0.99% of Planning Solutions Group's portfolio in Q2 2019, its #23 holding.
Planning Solutions Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 3 quarters since.
Planning Solutions Group's State Street SPDR S&P 500 ETF Trust position peaked at $3.52M in Q4 2018.
2,140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.