Planning Strategies Inc.’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Planning Strategies Inc.’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	$223K	Buy	+298	New	+$216K	0.14%	64

Other funds holding SPY

Truist Financial

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

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

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

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

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

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

Planning Strategies Inc.'s SPY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 298 shares worth $223K. The stake represents 0.14% of the portfolio and ranks #64 among its holdings.

1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Planning Strategies Inc. held 298 shares of State Street SPDR S&P 500 ETF Trust worth $223K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Planning Strategies Inc. position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Planning Strategies Inc.'s portfolio in Q2 2026, its #64 holding.
1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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