RCS Financial Planning
SPY icon

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
Q3 		$352K Sell
460
-54
-11% -$41K 0.19% 67
2026
Q2 		$384K Buy
514
+191
+59% +$138K 0.18% 78
2026
Q1 		$211K Buy
+323
New +$220K 0.11% 97

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

RCS Financial Planning's SPY Position: Q3 2026 in Review

RCS Financial Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q3 2026, selling an estimated $41K and leaving 460 shares worth $352K. The position accounts for 0.19% of the portfolio, ranked #67.

RCS Financial Planning first reported a position in SPY in Q1 2026 and has held it in 3 quarters since. The position peaked at $384K in Q2 2026. 3,213 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • RCS Financial Planning held 460 shares of State Street SPDR S&P 500 ETF Trust worth $352K as of Q3 2026.
  • RCS Financial Planning sold 54 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $41K.
  • State Street SPDR S&P 500 ETF Trust made up 0.19% of RCS Financial Planning's portfolio in Q3 2026, its #67 holding.
  • RCS Financial Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and has held it in 3 quarters since.
  • RCS Financial Planning's State Street SPDR S&P 500 ETF Trust position peaked at $384K in Q2 2026.
  • 3,213 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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