Momentum Wealth Planning, LLC / SPY
Momentum Wealth Planning, LLC’s State Str Spdr S&P 500 Etf T Position
Does Momentum Wealth Planning, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 50.7K shares worth $33M (+29.39% of its 13F portfolio) as of Q1 2026, down from 51.1K shares the prior filed quarter.
Position Value
$33M
Q1 2026
Shares
50.7K
% of Portfolio
+29.39%
Quarters Held
3
currently held
Position History SPY
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Momentum Wealth Planning, LLC’s full portfolio or all institutional holders of SPY.