SEC 13F Intelligence

Strategic Planning, Inc. / SPY

Strategic Planning, Inc.’s State Str Spdr S&P 500 Etf T Position

Does Strategic Planning, Inc. own State Str Spdr S&P 500 Etf T (SPY)? Yes6.3K shares worth $4M (+2.06% of its 13F portfolio) as of Q1 2026, up from 6.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
6.3K
% of Portfolio
+2.06%
Quarters Held
2
currently held

Position History SPY

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.3K$4M+2.06%
Q4 20256.3K$4M+2.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Planning, Inc.’s full portfolio or all institutional holders of SPY.