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

XY Planning Network’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	$11.1M	Buy	14,805 +152	+1%	+$110K	1.39%	14
2026 Q1	$9.6M	Buy	14,653 +43	+0.3%	+$29.2K	1.53%	12
2025 Q4	$9.96M	Buy	14,610 +2,532	+21%	+$1.71M	1.74%	9
2025 Q3	$7.46M	Hold	12,078	–	–	2.54%	7
2025 Q2	$7.46M	Buy	12,078 +11,619	+2,531%	+$6.64M	2.54%	7
2025 Q1	$257K	Sell	459 -172	-27%	-$101K	0.17%	91
2024 Q4	$370K	Buy	+631	New	+$372K	0.28%	67

Other funds holding SPY

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

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

CPRC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

XY Planning Network's SPY Position: Q2 2026 in Review

XY Planning Network increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q2 2026, buying an estimated $110K and bringing the position to 14,805 shares worth $11.1M. The position accounts for 1.39% of the portfolio, ranked #14.

XY Planning Network first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

XY Planning Network held 14,805 shares of State Street SPDR S&P 500 ETF Trust worth $11.1M as of Q2 2026.
XY Planning Network bought 152 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $110K.
State Street SPDR S&P 500 ETF Trust made up 1.39% of XY Planning Network's portfolio in Q2 2026, its #14 holding.
XY Planning Network first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.