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Livermore
Livermore
ZHEN

Planned Solutions, Inc.

SEC CIK
0001831332
Latest filing
Jul 13, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Planned Solutions, 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)
774
Value
$578.0K
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of SPY by Planned Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026774$578.0K0.2%00.0%UnchangedHolders
Q1 2026774$503.4K0.2%00.0%UnchangedHolders
Q4 2025774$527.8K0.2%00.0%UnchangedHolders
Q3 2025774$515.6K0.2%−64−7.6%ReducedHolders
Q2 2025838$517.7K0.2%00.0%UnchangedHolders
Q1 2025838$468.6K0.2%+5+0.6%AddedHolders
Q4 2024833$488.5K0.2%00.0%UnchangedHolders
Q3 2024833$478.1K0.2%00.0%UnchangedHolders
Q2 2024833$453.4K0.2%00.0%UnchangedHolders
Q1 2024833$435.6K0.2%00.0%UnchangedHolders
Q4 2023833$395.7K0.2%+63+8.2%AddedHolders
Q3 2023770$329.2K0.2%−6−0.8%ReducedHolders
Q2 2023776$344.0K0.2%+25+3.3%AddedHolders
Q1 2023751$307.5K0.2%00.0%UnchangedHolders
Q4 2022751$287.2K0.2%+751NewHolders
Q3 20220$00.0%−537−100.0%Sold outHolders
Q2 2022537$203.0K0.2%00.0%UnchangedHolders
Q1 2022537$243.0K0.2%00.0%UnchangedHolders
Q4 2021537$255.0K0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 2021537$230.0K0.2%00.0%UnchangedHolders
Q1 2021537$213.0K0.2%––Holders

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