SPY — SPDR S&P 500 ETF TR TR UNIT

Ownership history in PLANNING ALTERNATIVES LTD /ADV  ·  50 quarters on record

AI Ownership Summary

PLANNING ALTERNATIVES LTD /ADV reported SPDR S&P 500 ETF TR TR UNIT (SPY) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.8% in 2024 Q1. The latest visible filing shows SPY at 1.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PLANNING ALTERNATIVES LTD /ADV's position in SPDR S&P 500 ETF TR TR UNIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPY was reported at 1.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.8% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPY stock page PLANNING ALTERNATIVES LTD /ADV fund profile PLANNING ALTERNATIVES LTD /ADV full holdings
How PLANNING ALTERNATIVES LTD /ADV held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 16,374 -1,088 -6.2% 1.41% $11.2M 2026-02-14 (Est.) $679.89
2025 Q3 REDUCED 17,462 -368 -2.1% 1.49% $11.6M 2025-11-12 $679.51
2025 Q2 REDUCED 17,830 -579 -3.1% 1.53% $11.0M 2025-08-12 $637.28
2025 Q1 REDUCED 18,409 -61 -0.3% 1.58% $10.3M 2025-05-09 $557.94
2024 Q4 REDUCED 18,470 -810 -4.2% 1.66% $10.8M 2025-02-06 $597.65
2024 Q3 ADDED 19,280 +76 +0.4% 1.68% $11.1M 2024-11-12 $586.39
2024 Q2 REDUCED 19,204 -1,739 -8.3% 1.69% $10.5M 2024-07-25 $527.31
2024 Q1 REDUCED 20,943 -389 -1.8% 1.80% $11.0M 2024-04-17 $488.66
2023 Q4 REDUCED 21,332 -239 -1.1% 1.78% $10.1M 2024-01-23 $471.87
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPY

As of 2026 Q1 — sorted by position size

BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 100.0% McAlister, Sweet & Associates, Inc. 3Y 29.9% Sincerus Advisory, LLC 15.13% ADIRONDACK TRUST CO 3Y 7Y 12.38% Hickory Point Bank & Trust 9.49% Aspect Partners, LLC 7.49% First Financial Bank - Trust Division 3Y 7Y 4.78% WASHINGTON TRUST Co 3Y 7Y 4.36% PRIVATE CLIENT SERVICES, LLC 2.66% Vigilare Wealth Management 3Y 2.58%

FAQ About PLANNING ALTERNATIVES LTD /ADV and SPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has PLANNING ALTERNATIVES LTD /ADV reported owning SPY?

PLANNING ALTERNATIVES LTD /ADV reported SPY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPY position in PLANNING ALTERNATIVES LTD /ADV's portfolio?

The largest reported portfolio weight for SPY was 1.80% in 2024 Q1.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when PLANNING ALTERNATIVES LTD /ADV reported 16,374 shares, equal to 1.41% of portfolio, with an estimated market value of $11.2M.

What does the chart on this SPY ownership page compare?

The chart compares PLANNING ALTERNATIVES LTD /ADV's quarterly SPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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