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 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

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

Total Wealth Planning & Management's SPY Position: Q2 2026 in Review

Total Wealth Planning & Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.2% in Q2 2026, buying an estimated $31.9K and bringing the position to 754 shares worth $563K. The position accounts for 0.38% of the portfolio, ranked #89.

Total Wealth Planning & Management first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.13M in Q4 2024. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Total Wealth Planning & Management held 754 shares of State Street SPDR S&P 500 ETF Trust worth $563K as of Q2 2026.
Total Wealth Planning & Management bought 44 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $31.9K.
State Street SPDR S&P 500 ETF Trust made up 0.38% of Total Wealth Planning & Management's portfolio in Q2 2026, its #89 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 6 quarters since.
Total Wealth Planning & Management's State Street SPDR S&P 500 ETF Trust position peaked at $7.13M in Q4 2024.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.