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Livermore
Livermore
ZHEN

PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by PDS Planning, 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)
7,364
Value
$5.50M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of SPY by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,364$5.50M0.3%+414+6.0%AddedHolders
Q1 20266,950$4.52M0.3%+930+15.4%AddedHolders
Q4 20256,020$4.11M0.3%−28−0.5%ReducedHolders
Q3 20256,048$4.03M0.3%−63−1.0%ReducedHolders
Q2 20256,111$3.78M0.3%+40+0.7%AddedHolders
Q1 20256,071$3.40M0.3%+15+0.2%AddedHolders
Q4 20246,056$3.55M0.3%−188−3.0%ReducedHolders
Q3 20246,244$3.58M0.3%+205+3.4%AddedHolders
Q2 20246,039$3.29M0.3%+2,557+73.4%AddedHolders
Q1 20243,482$1.82M0.2%−42−1.2%ReducedHolders
Q4 20233,524$1.67M0.2%+886+33.6%AddedHolders
Q3 20232,638$1.13M0.1%+10.0%AddedHolders
Q2 20232,637$1.17M0.1%−226−7.9%ReducedHolders
Q1 20232,863$1.17M0.2%+287+11.1%AddedHolders
Q4 20222,576$985.2K0.2%+11+0.4%AddedHolders
Q3 20222,565$916.0K0.2%−71−2.7%ReducedHolders
Q2 20222,636$994.0K0.2%−218−7.6%ReducedHolders
Q1 20222,854$1.29M0.2%+210+7.9%AddedHolders
Q4 20212,644$1.26M0.2%+106+4.2%AddedHolders
Q3 20212,538$1.09M0.3%−434−14.6%ReducedHolders
Q2 20212,972$1.27M0.3%+32+1.1%AddedHolders
Q1 20212,940$1.17M0.3%––Holders

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