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 Q3	$11.4M	Buy	14,968 +163	+1%	+$124K	1.23%	21
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	$10M	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

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

XY Planning Network's SPY Position: Q3 2026 in Review

XY Planning Network increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q3 2026, buying an estimated $124K and bringing the position to 14,968 shares worth $11.4M. The position accounts for 1.23% of the portfolio, ranked #21.

XY Planning Network first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

XY Planning Network held 14,968 shares of State Street SPDR S&P 500 ETF Trust worth $11.4M as of Q3 2026.
XY Planning Network bought 163 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $124K.
State Street SPDR S&P 500 ETF Trust made up 1.23% of XY Planning Network's portfolio in Q3 2026, its #21 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 8 quarters since.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.