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XY Planning Network, Inc.

SEC CIK
0001873438
Latest filing
Jul 14, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by XY Planning Network, 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)
14,805
Value
$11.1M
% of portfolio
1.4%
Quarters held
7
Since Q4 2024
Holdings of SPY by XY Planning Network, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,805$11.1M1.4%+152+1.0%AddedHolders
Q1 202614,653$9.60M1.5%+43+0.3%AddedHolders
Q4 202514,610$9.96M1.7%+2,532+21.0%AddedHolders
Q3 202512,078$7.46M2.5%00.0%UnchangedHolders
Q2 202512,078$7.46M2.5%+11,619+2,531.4%AddedHolders
Q1 2025459$256.8K0.2%−172−27.3%ReducedHolders
Q4 2024631$369.8K0.3%–No prior filingHolders