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
2021 Q4	–	Sell	-3,600	Closed	-$1.69M	–	394
2021 Q3	$1.69M	Sell	3,600 -600	-14%	-$265K	0.11%	129
2021 Q2	$559K	Sell	4,200 -400	-9%	-$167K	0.04%	223
2021 Q1	$491K	Sell	4,600 -3,200	-41%	-$1.23M	0.04%	231
2020 Q4	$687K	Sell	7,800 -4,300	-36%	-$1.53M	0.06%	174
2020 Q3	$781K	Sell	12,100 -4,100	-25%	-$1.36M	0.08%	146
2020 Q2	$822K	Buy	16,200 +3,100	+24%	+$907K	0.09%	130
2020 Q1	$298K	Buy	+13,100	New	+$4M	0.04%	196

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.