Spectrum Planning & Advisory Services Inc Q2 2026 Portfolio Activity

As reported in insider filings, Spectrum Planning & Advisory Services Inc. has shown significant activity within its portfolio during Q2 2026.

Prominent Increases

The firm demonstrated strong buying interest in several holdings:

• SPLG (SPDR Series Trust) saw a substantial increase of 136.98% in its portfolio weight, driven by an addition of over 102,565 shares.
• GOVT (iShares Trust) experienced a massive 70.3% weight increase, adding over 101,626 shares.
• MINT (PIMCO ETF Trust) gained nearly 30% in its allocation due to a significant increase of over 17,520 shares.
• AAL (American Airlines Group Inc.) was added with full percentage change at 100%, indicating a new position initiated during the quarter.
• TOON (Kartoon Studios Inc.) also saw its weight increase by 100% from a new position added this quarter.

Moderate Increases and Other Changes

In addition to these major purchases, Spectrum Planning & Advisory Services Inc. increased positions in:

• SPMB (SPDR Series Trust) by 11.24%, adding over 14,000 shares.
• SAN (Banco Santander SA), which is in the Financial Services sector, by a full percentage change of 100%.
• SHLD (Global X Funds) increased its allocation by nearly 36.32%, adding over 12,000 shares.

Significant Sales and Sectors with No Activity

The investor also divested substantial portions of their portfolio:

• EFV (iShares ETF) decreased by 59.02% in weight, shedding over 42,687 shares.
• QUAL (iShares ETF) saw its allocation drop by a significant 73.05% due to the sale of over 18,864 shares.
• TLT (iShares ETF) decreased by nearly 48% in weight from the sale of over 16,000 shares.

The filing indicates that sectors like Technology and Consumer Cyclical have very low allocations or no disclosed activity for this investor during Q2 2026. For more detailed information on Spectrum Planning & Advisory Services Inc.'s portfolio holdings as of June 30, 2026, please refer to their official disclosure.