St. Louis Financial Planners Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

St. Louis Financial Planners Asset Management’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
2025 Q2	–	Sell	-19,786	Closed	-$11.1M	–	40
2025 Q1	$11.1M	Buy	19,786 +1,488	+8%	+$875K	8.27%	3
2024 Q4	$10.7M	Sell	18,298 -2,120	-10%	-$1.25M	7.75%	3
2024 Q3	$11.7M	Sell	20,418 -10,418	-34%	-$5.76M	9.29%	3
2024 Q2	$16.8M	Buy	30,836 +17,409	+130%	+$9.11M	14.46%	1
2024 Q1	$6.97M	Buy	+13,427	New	+$6.68M	6.27%	4
2023 Q2	–	Sell	-20,003	Closed	-$8.19M	–	40
2023 Q1	$8.19M	Buy	+20,003	New	+$7.98M	9.31%	2

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

St. Louis Financial Planners Asset Management's SPY Position: Q2 2025 in Review

St. Louis Financial Planners Asset Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025, closing a stake of 19,786 shares — an estimated $11.1M sold.

St. Louis Financial Planners Asset Management first reported a position in SPY in Q1 2023 and held it in 6 quarters. The position peaked at $16.8M in Q2 2024. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

St. Louis Financial Planners Asset Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2025 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 19,786 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $11.1M.
St. Louis Financial Planners Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and held it in 6 quarters.
St. Louis Financial Planners Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $16.8M in Q2 2024.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.