Strategic Planning Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Strategic Planning Group’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	$731K	Buy	979 +227	+30%	+$165K	0.08%	53
2026 Q1	$490K	Sell	752 -24	-3%	-$16.3K	0.07%	54
2025 Q4	$530K	Buy	776 +38	+5%	+$25.7K	0.07%	63
2025 Q3	$492K	Buy	738 +1	+0.1%	+$641	0.07%	64
2025 Q2	$455K	Buy	737 +25	+4%	+$14.3K	0.07%	71
2025 Q1	$399K	Buy	712 +267	+60%	+$157K	0.08%	74
2024 Q4	$261K	Buy	445 +11	+3%	+$6.48K	0.05%	76
2024 Q3	$249K	Buy	434 +1	+0.2%	+$553	0.05%	75
2024 Q2	$236K	Buy	433 +1	+0.2%	+$523	0.05%	72
2024 Q1	$226K	Buy	432 +2	+0.5%	+$996	0.06%	114
2023 Q4	$205K	Buy	+430	New	+$192K	0.07%	112

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Strategic Planning Group's SPY Position: Q2 2026 in Review

Strategic Planning Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 30% in Q2 2026, buying an estimated $165K and bringing the position to 979 shares worth $731K. The position accounts for 0.08% of the portfolio, ranked #53.

Strategic Planning Group first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 1,140 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Strategic Planning Group held 979 shares of State Street SPDR S&P 500 ETF Trust worth $731K as of Q2 2026.
Strategic Planning Group bought 227 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $165K.
State Street SPDR S&P 500 ETF Trust made up 0.08% of Strategic Planning Group's portfolio in Q2 2026, its #53 holding.
Strategic Planning Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
1,140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.