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Livermore
Livermore
ZHEN

Planning Center, Inc.

SEC CIK
0001910966
Latest filing
Jul 29, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Planning Center, 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)
1,420
Value
$1.06M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of SPY by Planning Center, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,420$1.06M0.1%00.0%UnchangedHolders
Q1 20261,420$923.5K0.1%00.0%UnchangedHolders
Q4 20251,420$968.3K0.1%+10+0.7%AddedHolders
Q3 20251,410$939.3K0.1%−28−1.9%ReducedHolders
Q2 20251,438$888.5K0.1%+28+2.0%AddedHolders
Q1 20251,410$788.7K0.1%+90+6.8%AddedHolders
Q4 20241,320$773.6K0.1%−201−13.2%ReducedHolders
Q3 20241,521$872.5K0.1%00.0%UnchangedHolders
Q2 20241,521$827.6K0.1%+11+0.7%AddedHolders
Q1 20241,510$789.8K0.2%+5+0.3%AddedHolders
Q4 20231,505$715.3K0.2%+558+58.9%AddedHolders
Q3 2023947$404.8K0.1%00.0%UnchangedHolders
Q2 2023947$419.8K0.1%+231+32.3%AddedHolders
Q1 2023716$296.0K0.1%−95−11.7%ReducedHolders
Q4 2022811$310.2K0.1%+170+26.5%AddedHolders
Q3 2022641$229.0K0.2%00.0%UnchangedHolders
Q2 2022641$246.0K0.2%−305−32.2%ReducedHolders
Q1 2022946$427.0K1.2%+20+2.2%AddedHolders
Q4 2021926$423.0K0.3%–No prior filingHolders