Partners In Financial Planning Spdr S&P 500 ETF Trust Transaction History

Partners In Financial Planning

$542 Billion
Q2 2025

A detailed history of Partners In Financial Planning transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Partners In Financial Planning holds 919 shares of SPY stock, worth $608,589. This represents 0.1% of its overall portfolio holdings.

Number of Shares

919

Previous 917 0.22%

Holding current value

$608,589

Previous $513 Million 10.66%

% of portfolio

0.1%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$496.48 - $617.85 $992 - $1,235	2 Added 0.22%	919 $568 Million
Q1 2025 Apr 30, 2025	SELL	$551.42 - $612.93 $2,757 - $3,064	-5 Reduced 0.54%	917 $513 Million
Q4 2024 Feb 12, 2025	BUY	$567.81 - $607.81 $523,520 - $560,400	922 New	922 $540 Million
Q3 2024 Feb 26, 2025	BUY	$517.38 - $573.86 $517 - $573	1 Added 0.16%	616 $354 Million
Q2 2024 Feb 26, 2025	BUY	$495.16 - $548.49 $495 - $548	1 Added 0.16%	615 $334 Million
Q1 2024 Feb 26, 2025	BUY	$467.28 - $523.17 $467 - $523	1 Added 0.16%	614 $321 Million
Q4 2023 Feb 26, 2025	BUY	$410.68 - $476.69 $410 - $476	1 Added 0.16%	613 $292 Million
Q3 2023 Mar 04, 2025	SELL	$425.88 - $457.79 $131,596 - $141,457	-309 Reduced 33.51%	613 $262 Million
Q2 2023 Feb 26, 2025	BUY	$404.36 - $443.28 $404 - $443	1 Added 0.16%	612 $271 Million
Q1 2023 Feb 26, 2025	SELL	$379.5 - $416.78 $118,024 - $129,618	-311 Reduced 33.73%	611 $250 Million
Q3 2022 May 05, 2025	BUY	$357.18 - $429.7 $65,006 - $78,205	182 Added 31.93%	752 $298 Million
Q2 2022 May 05, 2025	SELL	$365.86 - $456.8 $126,953 - $158,509	-347 Reduced 37.84%	570 $232 Million

Others Institutions Holding SPY

# of Institutions

5,191

Shares Held

643M

Call Options Held

380M

Put Options Held

724M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Partners In Financial Planning Spdr S&P 500 ETF Trust Transaction History