Briaud Financial Planning, Inc Spdr S&P 500 ETF Trust Transaction History

Briaud Financial Planning, Inc

$254 Million
Q2 2025

A detailed history of Briaud Financial Planning, Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 867 shares of SPY stock, worth $552,435. This represents 0.21% of its overall portfolio holdings.

Number of Shares

867

Previous 615 40.98%

Holding current value

$552,435

Previous $344,000 55.52%

% of portfolio

0.21%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$496.48 - $617.85 $125,112 - $155,698	252 Added 40.98%	867 $535,000
Q1 2024 May 03, 2024	BUY	$467.28 - $523.17 $287,377 - $321,749	615 New	615 $322,000
Q3 2023 Nov 03, 2023	BUY	$425.88 - $457.79 $261,916 - $281,540	615 New	615 $262,000
Q3 2022 Nov 04, 2022	SELL	$357.18 - $429.7 $32,146 - $38,673	-90 Reduced 8.04%	1,029 $400,000
Q1 2022 May 03, 2022	SELL	$416.25 - $477.71 $265,151 - $304,301	-637 Reduced 36.28%	1,119 $505,000
Q4 2020 Jan 27, 2021	SELL	$326.54 - $373.88 $326 - $373	-1 Reduced 0.06%	1,756 $656,000
Q4 2019 Jan 30, 2020	BUY	$288.06 - $322.94 $506,121 - $567,405	1,757 New	1,757 $565,000

Others Institutions Holding SPY

# of Institutions

5,140

Shares Held

603M

Call Options Held

373M

Put Options Held

665M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Briaud Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Briaud Financial Planning, Inc with notifications on news.

Account

Briaud Financial Planning, Inc Spdr S&P 500 ETF Trust Transaction History