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Livermore
Livermore
ZHEN

Planning Directions Inc

SEC CIK
0000821103
Latest filing
Aug 10, 2026

SPY holding history

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

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
627
Value
$467.9K
% of portfolio
0.2%
Quarters held
17
Since Q2 2022
Holdings of SPY by Planning Directions Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026627$467.9K0.2%+1+0.2%AddedHolders
Q1 2026626$407.3K0.2%−36−5.4%ReducedHolders
Q4 2025662$451.4K0.2%+149+29.0%AddedHolders
Q3 2025513$341.8K0.2%00.0%UnchangedHolders
Q2 2025513$317.0K0.2%−7,123−93.3%ReducedHolders
Q1 20257,636$4.27M1.8%+7,011+1,121.8%AddedHolders
Q4 2024625$366.2K0.2%00.0%UnchangedHolders
Q3 2024625$358.3K0.2%+1+0.2%AddedHolders
Q2 2024624$339.7K0.2%00.0%UnchangedHolders
Q1 2024624$326.3K0.2%+1+0.2%AddedHolders
Q4 2023623$296.3K0.2%00.0%UnchangedHolders
Q3 2023623$266.0K0.2%+110+21.4%AddedHolders
Q2 2023513$227.0K0.2%−171−25.0%ReducedHolders
Q1 2023684$280.0K0.2%00.0%UnchangedHolders
Q4 2022684$261.0K0.2%+1+0.1%AddedHolders
Q3 2022683$244.0K0.2%+1+0.1%AddedHolders
Q2 2022682$257.0K0.2%+682NewHolders