Retirement Planning Group (Kansas)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.8M | Sell |
56,650
-1,747
| -3% | -$1.19M | 1.14% | 16 |
|
|
2025
Q4 | $39.8M | Buy |
58,397
+4,148
| +8% | +$2.8M | 1.31% | 16 |
|
|
2025
Q3 | $36.1M | Buy |
54,249
+42,520
| +363% | +$27.3M | 1.25% | 17 |
|
|
2025
Q2 | $7.25M | Buy |
11,729
+2,420
| +26% | +$1.38M | 0.31% | 34 |
|
|
2025
Q1 | $5.21M | Sell |
9,309
-1,613
| -15% | -$948K | 0.24% | 39 |
|
|
2024
Q4 | $6.4M | Sell |
10,922
-1,029
| -9% | -$606K | 0.32% | 35 |
|
|
2024
Q3 | $6.86M | Buy |
11,951
+10,783
| +923% | +$5.96M | 0.37% | 35 |
|
|
2024
Q2 | $636K | Sell |
1,168
-59
| -5% | -$30.9K | 0.04% | 142 |
|
|
2024
Q1 | $642K | Hold |
1,227
| – | – | 0.05% | 126 |
|
|
2023
Q4 | $583K | Sell |
1,227
-43
| -3% | -$19.2K | 0.05% | 109 |
|
|
2023
Q3 | $543K | Sell |
1,270
-114
| -8% | -$50.7K | 0.06% | 90 |
|
|
2023
Q2 | $614K | Sell |
1,384
-49
| -3% | -$20.6K | 0.06% | 93 |
|
|
2023
Q1 | $587K | Buy |
1,433
+55
| +4% | +$21.9K | 0.06% | 81 |
|
|
2022
Q4 | $527K | Sell |
1,378
-176
| -11% | -$67.6K | 0.06% | 89 |
|
|
2022
Q3 | $555K | Buy |
1,554
+7
| +0.5% | +$2.78K | 0.07% | 78 |
|
|
2022
Q2 | $584K | Sell |
1,547
-386
| -20% | -$158K | 0.07% | 69 |
|
|
2022
Q1 | $873K | Buy |
1,933
+39
| +2% | +$17.4K | 0.1% | 49 |
|
|
2021
Q4 | $900K | Buy |
1,894
+138
| +8% | +$63.4K | 0.09% | 45 |
|
|
2021
Q3 | $754K | Hold |
1,756
| – | – | 0.09% | 44 |
|
|
2021
Q2 | $752K | Buy |
1,756
+255
| +17% | +$106K | 0.09% | 51 |
|
|
2021
Q1 | $595K | Sell |
1,501
-35
| -2% | -$13.5K | 0.08% | 44 |
|
|
2020
Q4 | $574K | Buy |
1,536
+34
| +2% | +$12.1K | 0.08% | 44 |
|
|
2020
Q3 | $503K | Sell |
1,502
-284
| -16% | -$94.1K | 0.08% | 43 |
|
|
2020
Q2 | $551K | Sell |
1,786
-381
| -18% | -$112K | 0.1% | 41 |
|
|
2020
Q1 | $559K | Sell |
2,167
-2,451
| -53% | -$748K | 0.13% | 33 |
|
|
2019
Q4 | $1.49M | Sell |
4,618
-305
| -6% | -$93.9K | 0.3% | 27 |
|
|
2019
Q3 | $1.46M | Sell |
4,923
-742
| -13% | -$219K | 0.31% | 25 |
|
|
2019
Q2 | $1.66M | Sell |
5,665
-30
| -0.5% | -$8.64K | 0.38% | 23 |
|
|
2019
Q1 | $1.61M | Buy |
5,695
+1,296
| +29% | +$352K | 0.39% | 23 |
|
|
2018
Q4 | $1.1M | Sell |
4,399
-9
| -0.2% | -$2.43K | 0.29% | 29 |
|
|
2018
Q3 | $1.28M | Sell |
4,408
-74
| -2% | -$21.1K | 0.33% | 22 |
|
|
2018
Q2 | $1.22M | Buy |
4,482
+31
| +0.7% | +$8.37K | 0.33% | 22 |
|
|
2018
Q1 | $1.17M | Sell |
4,451
-264
| -6% | -$72.1K | 0.32% | 20 |
|
|
2017
Q4 | $1.26M | Sell |
4,715
-169
| -3% | -$43.9K | 0.34% | 20 |
|
|
2017
Q3 | $1.23M | Sell |
4,884
-73
| -1% | -$18K | 0.35% | 21 |
|
|
2017
Q2 | $1.2M | Sell |
4,957
-470
| -9% | -$113K | 0.36% | 20 |
|
|
2017
Q1 | $1.28M | Sell |
5,427
-29
| -0.5% | -$6.74K | 0.39% | 23 |
|
|
2016
Q4 | $1.22M | Sell |
5,456
-1,001
| -16% | -$219K | 0.39% | 22 |
|
|
2016
Q3 | $1.4M | Sell |
6,457
-538
| -8% | -$116K | 0.45% | 23 |
|
|
2016
Q2 | $1.47M | Sell |
6,995
-85
| -1% | -$17.6K | 0.5% | 23 |
|
|
2016
Q1 | $1.46M | Buy |
7,080
+1
| +0% | +$195 | 0.52% | 23 |
|
|
2015
Q4 | $1.44M | Sell |
7,079
-95
| -1% | -$19.5K | 0.53% | 23 |
|
|
2015
Q3 | $1.38M | Sell |
7,174
-533
| -7% | -$108K | 0.6% | 25 |
|
|
2015
Q2 | $1.59M | Sell |
7,707
-38
| -0.5% | -$7.99K | 0.65% | 26 |
|
|
2015
Q1 | $1.6M | Buy |
7,745
+934
| +14% | +$193K | 0.64% | 30 |
|
|
2014
Q4 | $1.4M | Sell |
6,811
-346
| -5% | -$69.6K | 0.43% | 33 |
|
|
2014
Q3 | $1.41M | Sell |
7,157
-4,669
| -39% | -$923K | 0.44% | 31 |
|
|
2014
Q2 | $2.31M | Sell |
11,826
-1,120
| -9% | -$213K | 0.7% | 25 |
|
|
2014
Q1 | $2.42M | Sell |
12,946
-488
| -4% | -$89.6K | 0.78% | 24 |
|
|
2013
Q4 | $2.48M | Sell |
13,434
-1,409
| -9% | -$249K | 0.88% | 23 |
|
|
2013
Q3 | $2.49M | Sell |
14,843
-2,839
| -16% | -$476K | 0.9% | 25 |
|
|
2013
Q2 | $2.84M | Buy |
+17,682
| New | +$2.85M | 1.17% | 22 |
|
Other funds holding SPY
Retirement Planning Group (Kansas)'s SPY Position: Q1 2026 in Review
Retirement Planning Group (Kansas) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3% in Q1 2026, selling an estimated $1.19M and leaving 56,650 shares worth $36.8M. The position accounts for 1.14% of the portfolio, ranked #16.
Retirement Planning Group (Kansas) first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $39.8M in Q4 2025. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Retirement Planning Group (Kansas) held 56,650 shares of State Street SPDR S&P 500 ETF Trust worth $36.8M as of Q1 2026.
- Retirement Planning Group (Kansas) sold 1,747 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.19M.
- State Street SPDR S&P 500 ETF Trust made up 1.14% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #16 holding.
- Retirement Planning Group (Kansas) first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
- Retirement Planning Group (Kansas)'s State Street SPDR S&P 500 ETF Trust position peaked at $39.8M in Q4 2025.
- 4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.