Plan A Wealth LLC Spdr S&P 500 ETF Trust Transaction History

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025

A detailed history of Plan A Wealth LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Plan A Wealth LLC holds 1,237 shares of SPY stock, worth $823,433. This represents 0.42% of its overall portfolio holdings.

Number of Shares
1,237
Previous 805 53.66%
Holding current value
$823,433
Previous $497 Million 65.68%
% of portfolio
0.42%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$617.65 - $666.84 $266,824 - $288,074
432 Added 53.66%
1,237 $824 Million
Q2 2025

Nov 06, 2025
BUY
$496.48 - $617.85 $150,929 - $187,826
304 Added 60.68%
805 $497 Million
Q4 2024

Nov 06, 2025
BUY
$567.81 - $607.81 $284,472 - $304,512
501 New
501 $294 Million

Others Institutions Holding SPY

# of Institutions
5,289
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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