WealthPlan Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

WealthPlan Investment 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	$8.73M	Sell	11,687 -734	-6%	-$532K	0.43%	56
2026 Q1	$8.08M	Buy	12,421 +359	+3%	+$244K	0.45%	56
2025 Q4	$8.23M	Buy	12,062 +2,523	+26%	+$1.71M	0.52%	53
2025 Q3	$6.35M	Sell	9,539 -486	-5%	-$312K	0.42%	80
2025 Q2	$6.19M	Buy	10,025 +4,148	+71%	+$2.37M	0.45%	72
2025 Q1	$3.29M	Buy	5,877 +853	+17%	+$501K	0.32%	82
2024 Q4	$2.94M	Buy	5,024 +1,793	+55%	+$1.06M	0.29%	86
2024 Q3	$1.85M	Buy	3,231 +266	+9%	+$147K	0.19%	101
2024 Q2	$1.61M	Buy	2,965 +547	+23%	+$286K	0.24%	82
2024 Q1	$1.26M	Buy	2,418 +126	+5%	+$62.7K	0.19%	85
2023 Q4	$1.09M	Buy	2,292 +18	+0.8%	+$8.02K	0.17%	96
2023 Q3	$972K	Buy	2,274 +13	+0.6%	+$5.78K	0.17%	87
2023 Q2	$1M	Sell	2,261 -62	-3%	-$26K	0.3%	74
2023 Q1	$951K	Sell	2,323 -3,309	-59%	-$1.32M	0.16%	89
2022 Q4	$2.33M	Sell	5,632 -501	-8%	-$193K	0.16%	111
2022 Q3	$2.41M	Buy	+6,133	New	+$2.44M	0.18%	100
2022 Q1	$2.87M	Buy	+6,964	New	+$3.1M	0.2%	103

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

WealthPlan Investment Management's SPY Position: Q2 2026 in Review

WealthPlan Investment Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.9% in Q2 2026, selling an estimated $532K and leaving 11,687 shares worth $8.73M. The position accounts for 0.43% of the portfolio, ranked #56.

WealthPlan Investment Management first reported a position in SPY in Q1 2022 and has held it in 17 quarters since. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

WealthPlan Investment Management held 11,687 shares of State Street SPDR S&P 500 ETF Trust worth $8.73M as of Q2 2026.
WealthPlan Investment Management sold 734 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $532K.
State Street SPDR S&P 500 ETF Trust made up 0.43% of WealthPlan Investment Management's portfolio in Q2 2026, its #56 holding.
WealthPlan Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 17 quarters since.
1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.