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

Quantum Financial Planning Services’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 Q3	$334K	Sell	438 -34	-7%	-$25.8K	0.09%	38
2026 Q2	$353K	Sell	472 -6	-1%	-$4.35K	0.11%	39
2026 Q1	$311K	Buy	478 +35	+8%	+$23.8K	0.11%	40
2025 Q4	$302K	Sell	443 -8	-2%	-$5.41K	0.11%	41
2025 Q3	$301K	Sell	451 -25	-5%	-$16K	0.12%	37
2025 Q2	$294K	Buy	+476	New	+$272K	0.14%	36

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Quantum Financial Planning Services's SPY Position: Q3 2026 in Review

Quantum Financial Planning Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.2% in Q3 2026, selling an estimated $25.8K and leaving 438 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #38.

Quantum Financial Planning Services first reported a position in SPY in Q2 2025 and has held it in 6 quarters since. The position peaked at $353K in Q2 2026. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Quantum Financial Planning Services held 438 shares of State Street SPDR S&P 500 ETF Trust worth $334K as of Q3 2026.
Quantum Financial Planning Services sold 34 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $25.8K.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Quantum Financial Planning Services's portfolio in Q3 2026, its #38 holding.
Quantum Financial Planning Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 6 quarters since.
Quantum Financial Planning Services's State Street SPDR S&P 500 ETF Trust position peaked at $353K in Q2 2026.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.