Vertex Planning Partners, LLC Spdr Portfolio Transaction History

Vertex Planning Partners, LLC

$479 Billion
Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 157,049 shares of SPYG stock, worth $16.3 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares

157,049

Previous 156,770 0.18%

Holding current value

$16.3 Million

Previous $12.6 Billion 18.81%

% of portfolio

3.13%

Previous 2.75%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$71.83 - $95.32 $20,040 - $26,594	279 Added 0.18%	157,049 $15 Billion
Q1 2025 May 14, 2025	BUY	$80.05 - $92.39 $283,136 - $326,783	3,537 Added 2.31%	156,770 $12.6 Billion
Q4 2024 Feb 12, 2025	SELL	$81.74 - $91.38 $6.26 Million - $6.99 Million	-76,543 Reduced 33.31%	153,233 $13.5 Billion
Q3 2024 Nov 07, 2024	BUY	$73.38 - $84.1 $198,859 - $227,910	2,710 Added 1.19%	229,776 $19.1 Billion
Q2 2024 Aug 13, 2024	BUY	$68.71 - $80.95 $189,708 - $223,502	2,761 Added 1.23%	227,066 $18.2 Billion
Q1 2024 May 13, 2024	SELL	$63.12 - $73.73 $580,135 - $677,652	-9,191 Reduced 3.94%	224,305 $16.4 Billion
Q4 2023 Feb 14, 2024	BUY	$57.02 - $65.3 $12.6 Million - $14.4 Million	220,117 Added 1645.24%	233,496 $15.2 Billion
Q3 2023 Nov 14, 2023	BUY	$58.97 - $62.89 $788,959 - $841,405	13,379 New	13,379 $793 Million

Others Institutions Holding SPYG

# of Institutions

1,357

Shares Held

324M

Call Options Held

342K

Put Options Held

167K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Vertex Planning Partners, LLC Spdr Portfolio Transaction History