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

RCS Financial Planning’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	$211K	Buy	+323	New	+$220K	0.11%	97

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

RCS Financial Planning's SPY Position: Q1 2026 in Review

RCS Financial Planning opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 323 shares worth $211K. The stake represents 0.11% of the portfolio and ranks #97 among its holdings.

4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

RCS Financial Planning held 323 shares of State Street SPDR S&P 500 ETF Trust worth $211K as of Q1 2026.
State Street SPDR S&P 500 ETF Trust was a new RCS Financial Planning position in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.11% of RCS Financial Planning's portfolio in Q1 2026, its #97 holding.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.