Retirement Planning Group (New York)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Retirement Planning Group (New York)’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 Q2	$998K	Buy	1,334 +208	+18%	+$151K	0.54%	37
2026 Q1	$735K	Buy	1,126 +362	+47%	+$246K	0.47%	42
2025 Q4	$523K	Buy	764 +2	+0.3%	+$1.35K	0.36%	49
2025 Q3	$509K	Buy	762 +45	+6%	+$28.8K	0.38%	48
2025 Q2	$444K	Buy	+717	New	+$410K	0.39%	47

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Retirement Planning Group (New York)'s SPY Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q2 2026, buying an estimated $151K and bringing the position to 1,334 shares worth $998K. The position accounts for 0.54% of the portfolio, ranked #37.

Retirement Planning Group (New York) first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. 4,652 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Retirement Planning Group (New York) held 1,334 shares of State Street SPDR S&P 500 ETF Trust worth $998K as of Q2 2026.
Retirement Planning Group (New York) bought 208 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $151K.
State Street SPDR S&P 500 ETF Trust made up 0.54% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #37 holding.
Retirement Planning Group (New York) first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 5 quarters since.
4,652 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.