WealthPLAN Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

WealthPLAN Partners’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	$665K	Buy	890 +3	+0.3%	+$2.17K	0.13%	139
2026 Q1	$577K	Sell	887 -1,011	-53%	-$687K	0.11%	148
2025 Q4	$1.29M	Sell	1,898 -1,842	-49%	-$1.24M	0.19%	115
2025 Q3	$2.49M	Buy	3,740 +1,904	+104%	+$1.22M	0.37%	85
2025 Q2	$1.13M	Sell	1,836 -344	-16%	-$197K	0.18%	116
2025 Q1	$1.22M	Sell	2,180 -1,200	-36%	-$705K	0.17%	115
2024 Q4	$1.98M	Sell	3,380 -52	-2%	-$30.6K	0.28%	93
2024 Q3	$1.97M	Sell	3,432 -96	-3%	-$53.1K	0.26%	95
2024 Q2	$1.92M	Buy	3,528 +63	+2%	+$33K	0.21%	110
2024 Q1	$1.81M	Sell	3,465 -602	-15%	-$300K	0.19%	123
2023 Q4	$1.93M	Buy	4,067 +247	+6%	+$110K	0.2%	113
2023 Q3	$1.63M	Buy	3,820 +380	+11%	+$169K	0.19%	118
2023 Q2	$1.52M	Sell	3,440 -264	-7%	-$111K	0.22%	109
2023 Q1	$1.52M	Sell	3,704 -1,928	-34%	-$769K	0.17%	115
2022 Q4	$2.32M	Buy	+5,632	New	+$2.16M	0.16%	111
2022 Q1	$2.87M	Sell	6,964 -69	-1%	-$30.7K	0.2%	103
2021 Q4	$3.17M	Buy	7,033 +663	+10%	+$304K	0.21%	92
2021 Q3	$2.98M	Buy	6,370 +1,335	+27%	+$589K	0.2%	95
2021 Q2	$2.23M	Buy	5,035 +391	+8%	+$163K	0.16%	105
2021 Q1	$1.93M	Buy	4,644 +96	+2%	+$37K	0.15%	105
2020 Q4	$1.76M	Sell	4,548 -2,528	-36%	-$897K	0.15%	104
2020 Q3	$2.5M	Buy	7,076 +148	+2%	+$49K	0.24%	82
2020 Q2	$2.33M	Sell	6,928 -1,455	-17%	-$426K	0.24%	82
2020 Q1	$2.39M	Sell	8,383 -2,387	-22%	-$728K	0.31%	76
2019 Q4	$3.63M	Buy	10,770 +1,226	+13%	+$378K	0.43%	63
2019 Q3	$2.95M	Buy	9,544 +3,166	+50%	+$935K	0.4%	71
2019 Q2	$1.87M	Sell	6,378 -683	-10%	-$197K	0.28%	80
2019 Q1	$2.01M	Buy	7,061 +27	+0.4%	+$7.33K	0.31%	79
2018 Q4	$1.95M	Buy	7,034 +3,367	+92%	+$908K	0.31%	81
2018 Q3	$969K	Buy	3,667 +1,087	+42%	+$310K	0.18%	96
2018 Q2	$700K	Sell	2,580 -114	-4%	-$30.8K	0.14%	118
2018 Q1	$708K	Sell	2,694 -1,985	-42%	-$542K	0.16%	113
2017 Q4	$1.25M	Buy	4,679 +2,036	+77%	+$529K	0.33%	79
2017 Q3	$664K	Buy	2,643 +4	+0.2%	+$986	0.19%	96
2017 Q2	$638K	Buy	2,639 +1,777	+206%	+$426K	0.18%	92
2017 Q1	$202K	Buy	+862	New	+$200K	0.7%	27
2016 Q3	$3.43M	Sell	15,970 -10,022	-39%	-$2.17M	1.12%	19
2016 Q2	$3.13M	Buy	+25,992	New	+$5.39M	0.4%	46
2015 Q4	$4.84M	Buy	+29,586	New	+$6.08M	0.79%	26
2015 Q2	$88K	Buy	426 +204	+92%	+$42.9K	0.04%	138
2015 Q1	$45K	Buy	+222	New	+$45.8K	0.02%	250

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

WealthPLAN Partners's SPY Position: Q2 2026 in Review

WealthPLAN Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.34% in Q2 2026, buying an estimated $2.17K and bringing the position to 890 shares worth $665K. The position accounts for 0.13% of the portfolio, ranked #139.

WealthPLAN Partners first reported a position in SPY in Q1 2015 and has held it in 41 quarters since. The position peaked at $4.84M in Q4 2015. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

WealthPLAN Partners held 890 shares of State Street SPDR S&P 500 ETF Trust worth $665K as of Q2 2026.
WealthPLAN Partners bought 3 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.17K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of WealthPLAN Partners's portfolio in Q2 2026, its #139 holding.
WealthPLAN Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2015 and has held it in 41 quarters since.
WealthPLAN Partners's State Street SPDR S&P 500 ETF Trust position peaked at $4.84M in Q4 2015.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.