Ignite Planners, LLC SPY holdings history
SS SPDR S&P 500 ETF TRUST-US · CUSIP 78462F103 · CIK 1849348
As of 2026-06-30, Ignite Planners, LLC reported 13.27K SPY (shares), valued at $9.91M, or 1.36% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares increased 3.39%; reported value increased 18.57%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.36% | 13,272 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 1.29% | 12,837 | SEC filing ↗Filed Apr 17, 2026 |
| Q4 2025 | 1.37% | 12,913 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 1.46% | 13,388 | SEC filing ↗Filed Oct 8, 2025 |
| Q2 2025 | 1.49% | 13,657 | SEC filing ↗Filed Aug 8, 2025Amended |
| Q1 2025 | 1.49% | 13,669 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 1.78% | 13,722 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 1.77% | 13,454 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 1.90% | 14,061 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 2.07% | 14,157 | SEC filing ↗Filed Apr 12, 2024 |
| Q4 2023 | 2.09% | 14,910 | SEC filing ↗Filed Jan 9, 2024 |
| Q3 2023 | 2.13% | 16,451 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.13% | 16,451 | $6.98M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 2.09% | 14,910 | $7.05M | Shares decreased 9.37%; reported value increased 0.91%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2024 |
| Q1 2024 | 2.07% | 14,157 | $7.39M | Shares decreased 5.05%; reported value increased 4.88%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 12, 2024 |
| Q2 2024 | 1.90% | 14,061 | $7.80M | Shares decreased 0.68%; reported value increased 5.51%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 1.77% | 13,454 | $7.72M | Shares decreased 4.32%; reported value decreased 1.02%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 1.78% | 13,722 | $8.12M | Shares increased 1.99%; reported value increased 5.23%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 1.49% | 13,669 | $7.63M | Shares decreased 0.39%; reported value decreased 6.03%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 1.49% | 13,657 | $8.57M | Shares decreased 0.09%; reported value increased 12.28%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 1.46% | 13,388 | $8.92M | Shares decreased 1.97%; reported value increased 4.06%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2025 |
| Q4 2025 | 1.37% | 12,913 | $8.94M | Shares decreased 3.55%; reported value increased 0.18%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 1.29% | 12,837 | $8.36M | Shares decreased 0.59%; reported value decreased 6.45%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2026 |
| Q2 2026 | 1.36% | 13,272 | $9.91M | Shares increased 3.39%; reported value increased 18.57%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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