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

Briaud Financial Planning, Inc

  • $194 Million
  • Q3 2024

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 615 shares of SPY stock, worth $363,557. This represents 0.18% of its overall portfolio holdings.

Number of Shares
615
Previous 615 -0.0%
Holding current value
$363,557
Previous $334,000 5.39%
% of portfolio
0.18%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
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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