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

Spectrum Planning & Advisory 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 Q2	$460K	Buy	615 +87	+16%	+$63.1K	0.21%	64
2026 Q1	$343K	Buy	528 +1	+0.2%	+$680	0.17%	78
2025 Q4	$359K	Sell	527 -35	-6%	-$23.7K	0.18%	81
2025 Q3	$374K	Buy	562 +68	+14%	+$43.6K	0.21%	72
2025 Q2	$305K	Buy	+494	New	+$282K	0.2%	80
2025 Q1	–	Sell	-533	Closed	-$312K	–	70
2024 Q4	$312K	Buy	533 +3	+0.6%	+$1.77K	0.27%	45
2024 Q3	$304K	Buy	530 +63	+13%	+$34.8K	0.29%	40
2024 Q2	$255K	Buy	+467	New	+$244K	0.25%	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

Spectrum Planning & Advisory Services's SPY Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q2 2026, buying an estimated $63.1K and bringing the position to 615 shares worth $460K. The position accounts for 0.21% of the portfolio, ranked #64.

Spectrum Planning & Advisory Services first reported a position in SPY in Q2 2024 and has held it in 8 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Spectrum Planning & Advisory Services held 615 shares of State Street SPDR S&P 500 ETF Trust worth $460K as of Q2 2026.
Spectrum Planning & Advisory Services bought 87 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $63.1K.
State Street SPDR S&P 500 ETF Trust made up 0.21% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #64 holding.
Spectrum Planning & Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 8 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.