Planning Alternatives Ltd

SEC CIK: 0000712011
Latest filing: Aug 12, 2026

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SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Planning Alternatives Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overview All 13F holders of SPY Full Q2 2026 holdings

Shares (Q2 2026): 16,006
Value: $12.0M
% of portfolio: 1.3%
Quarters held: 22; Since Q1 2021

Holdings of SPY by Planning Alternatives Ltd, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,006	$12.0M	1.3%	−359−2.2%	Reduced	Holders
Q1 2026	16,365	$10.6M	1.4%	−9−0.1%	Reduced	Holders
Q4 2025	16,374	$11.2M	1.4%	−1,088−6.2%	Reduced	Holders
Q3 2025	17,462	$11.6M	1.5%	−368−2.1%	Reduced	Holders
Q2 2025	17,830	$11.0M	1.5%	−579−3.1%	Reduced	Holders
Q1 2025	18,409	$10.3M	1.6%	−61−0.3%	Reduced	Holders
Q4 2024	18,470	$10.8M	1.7%	−810−4.2%	Reduced	Holders
Q3 2024	19,280	$11.1M	1.7%	+76+0.4%	Added	Holders
Q2 2024	19,204	$10.5M	1.7%	−1,739−8.3%	Reduced	Holders
Q1 2024	20,943	$11.0M	1.8%	−389−1.8%	Reduced	Holders
Q4 2023	21,332	$10.1M	1.8%	−239−1.1%	Reduced	Holders
Q3 2023	21,571	$9.22M	1.8%	−1,527−6.6%	Reduced	Holders
Q2 2023	23,098	$10.2M	1.9%	+25+0.1%	Added	Holders
Q1 2023	23,073	$9.45M	1.8%	−12−0.1%	Reduced	Holders
Q4 2022	23,085	$8.83M	1.6%	−496−2.1%	Reduced	Holders
Q3 2022	23,581	$8.42M	1.8%	00.0%	Unchanged	Holders
Q2 2022	23,581	$8.90M	1.7%	−46−0.2%	Reduced	Holders
Q1 2022	23,627	$10.7M	1.7%	+29+0.1%	Added	Holders
Q4 2021	23,598	$11.2M	1.7%	−557−2.3%	Reduced	Holders
Q3 2021	24,155	$10.4M	1.7%	00.0%	Unchanged	Holders
Q2 2021	24,155	$10.3M	1.7%	−320−1.3%	Reduced	Holders
Q1 2021	24,475	$9.70M	1.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.