Center For Financial Planning, Inc. Spdr S&P 500 ETF Trust Transaction History

Center For Financial Planning, Inc.

$669 Million
Q1 2024

A detailed history of Center For Financial Planning, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 6,334 shares of SPY stock, worth $3.45 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

6,334

Previous 6,456 1.89%

Holding current value

$3.45 Million

Previous $3.07 Million 7.99%

% of portfolio

0.5%

Previous 0.56%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	SELL	$467.28 - $523.17 $57,008 - $63,826	-122 Reduced 1.89%	6,334 $3.31 Million
Q4 2023 Jan 29, 2024	BUY	$410.68 - $476.69 $244,354 - $283,630	595 Added 10.15%	6,456 $3.07 Million
Q3 2023 Oct 24, 2023	SELL	$425.88 - $457.79 $47,698 - $51,272	-112 Reduced 1.88%	5,861 $2.51 Million
Q2 2023 Aug 09, 2023	SELL	$404.36 - $443.28 $54,184 - $59,399	-134 Reduced 2.19%	5,973 $2.65 Million
Q1 2023 May 02, 2023	SELL	$379.5 - $416.78 $44,401 - $48,763	-117 Reduced 1.88%	6,107 $2.5 Million

Q4 2022 Jan 27, 2023	SELL	$357.63 - $407.42 $1.95 Million - $2.22 Million	-5,454 Reduced 46.7%	6,224 $0
Q3 2022 Oct 14, 2022	BUY	$357.18 - $429.7 $1.2 Million - $1.44 Million	3,349 Added 40.21%	11,678 $4.17 Million
Q2 2022 Aug 12, 2022	BUY	$365.86 - $456.8 $88,903 - $111,002	243 Added 3.01%	8,329 $3.14 Million
Q1 2022 May 03, 2022	BUY	$416.25 - $477.71 $1.69 Million - $1.94 Million	4,068 Added 101.24%	8,086 $3.65 Million
Q4 2021 Feb 08, 2022	SELL	$428.64 - $477.48 $144,451 - $160,910	-337 Reduced 7.74%	4,018 $1.91 Million
Q3 2021 Oct 27, 2021	BUY	$424.97 - $453.19 $3,399 - $3,625	8 Added 0.18%	4,355 $1.87 Million
Q2 2021 Jul 29, 2021	SELL	$400.61 - $428.06 $96,547 - $103,162	-241 Reduced 5.25%	4,347 $1.86 Million
Q1 2021 May 10, 2021	BUY	$368.79 - $397.26 $983,562 - $1.06 Million	2,667 Added 138.83%	4,588 $1.82 Million
Q4 2020 Feb 09, 2021	BUY	$326.54 - $373.88 $72,165 - $82,627	221 Added 13.0%	1,921 $718,000
Q3 2020 Nov 12, 2020	SELL	$310.52 - $357.7 $36,641 - $42,208	-118 Reduced 6.49%	1,700 $569,000
Q2 2020 Aug 06, 2020	SELL	$246.15 - $323.2 $496,730 - $652,217	-2,018 Reduced 52.61%	1,818 $561,000
Q1 2020 May 11, 2020	BUY	$222.95 - $338.34 $748,889 - $1.14 Million	3,359 Added 704.19%	3,836 $989,000
Q4 2019 Feb 14, 2020	BUY	$288.06 - $322.94 $137,404 - $154,042	477 New	477 $154,000

Others Institutions Holding SPY

# of Institutions

4,334

Shares Held

584M

Call Options Held

250M

Put Options Held

483M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Center For Financial Planning, Inc. Spdr S&P 500 ETF Trust Transaction History