Total Wealth Planning & Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Total Wealth Planning & 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
2026 Q3	$576K	Buy	755 +1	+0.1%	+$760	0.43%	75
2026 Q2	$563K	Buy	754 +44	+6%	+$31.9K	0.38%	89
2026 Q1	$462K	Sell	710 -3,970	-85%	-$2.7M	0.34%	103
2025 Q4	$3.19M	Buy	+4,680	New	+$3.16M	2.37%	4
2025 Q2	$454K	Buy	734 +321	+78%	+$183K	0.37%	92
2025 Q1	$231K	Sell	413 -11,758	-97%	-$6.91M	0.22%	161
2024 Q4	$7.13M	Buy	+12,171	New	+$7.17M	6.47%	1

Other funds holding SPY

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Total Wealth Planning & Management's SPY Position: Q3 2026 in Review

Total Wealth Planning & Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.13% in Q3 2026, buying an estimated $760 and bringing the position to 755 shares worth $576K. The position accounts for 0.43% of the portfolio, ranked #75.

Total Wealth Planning & Management first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.13M in Q4 2024. 2,138 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Total Wealth Planning & Management held 755 shares of State Street SPDR S&P 500 ETF Trust worth $576K as of Q3 2026.
Total Wealth Planning & Management bought 1 State Street SPDR S&P 500 ETF Trust share in Q3 2026, an estimated $760.
State Street SPDR S&P 500 ETF Trust made up 0.43% of Total Wealth Planning & Management's portfolio in Q3 2026, its #75 holding.
Total Wealth Planning & Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's State Street SPDR S&P 500 ETF Trust position peaked at $7.13M in Q4 2024.
2,138 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.