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 Q3	$673K	Sell	882 -97	-10%	-$73.7K	0.07%	51
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Strategic Planning Group's SPY Position: Q3 2026 in Review

Strategic Planning Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.9% in Q3 2026, selling an estimated $73.7K and leaving 882 shares worth $673K. The position accounts for 0.07% of the portfolio, ranked #51.

Strategic Planning Group first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. The position peaked at $731K in Q2 2026. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Strategic Planning Group held 882 shares of State Street SPDR S&P 500 ETF Trust worth $673K as of Q3 2026.
Strategic Planning Group sold 97 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $73.7K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Strategic Planning Group's portfolio in Q3 2026, its #51 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 12 quarters since.
Strategic Planning Group's State Street SPDR S&P 500 ETF Trust position peaked at $731K in Q2 2026.
3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.