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Wrenne Financial Planning’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Wrenne Financial Planning’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 		$360K Hold
482
– – 0.12% 39
2026
Q1 		$314K Buy
482
+20
+4% +$13.6K 0.12% 36
2025
Q4 		$315K Buy
462
+15
+3% +$10.1K 0.13% 34
2025
Q3 		$298K Buy
447
+18
+4% +$11.5K 0.13% 36
2025
Q2 		$265K Buy
429
+14
+3% +$8K 0.12% 40
2025
Q1 		$232K Buy
+415
New +$244K 0.12% 38

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wrenne Financial Planning's SPY Position: Q2 2026 in Review

Wrenne Financial Planning held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 482 shares worth $360K. The position accounts for 0.12% of the portfolio, ranked #39.

Wrenne Financial Planning first reported a position in SPY in Q1 2025 and has held it in 6 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Wrenne Financial Planning held 482 shares of State Street SPDR S&P 500 ETF Trust worth $360K as of Q2 2026.
  • Wrenne Financial Planning left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.12% of Wrenne Financial Planning's portfolio in Q2 2026, its #39 holding.
  • Wrenne Financial Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 6 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.