Cypress Financial Planning LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Cypress Financial Planning LLC

$270 Million
Q3 2024

A detailed history of Cypress Financial Planning LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Cypress Financial Planning LLC holds 9,958 shares of SPLG stock, worth $686,006. This represents 0.25% of its overall portfolio holdings.

Number of Shares

9,958

Previous 12,437 19.93%

Holding current value

$686,006

Previous $795,000 15.47%

% of portfolio

0.25%

Previous 0.33%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$60.84 - $67.51 $150,822 - $167,357	-2,479 Reduced 19.93%	9,958 $672,000
Q2 2024 Jul 16, 2024	BUY	$58.24 - $64.51 $125,623 - $139,148	2,157 Added 20.98%	12,437 $795,000
Q1 2024 Apr 12, 2024	BUY	$54.97 - $61.53 $39,083 - $43,747	711 Added 7.43%	10,280 $632,000
Q4 2023 Jan 09, 2024	SELL	$48.29 - $56.08 $87,211 - $101,280	-1,806 Reduced 15.88%	9,569 $534,000
Q3 2023 Oct 10, 2023	SELL	$50.09 - $53.81 $135,593 - $145,663	-2,707 Reduced 19.22%	11,375 $571,000
Q2 2023 Jul 11, 2023	SELL	$47.56 - $52.11 $4,090 - $4,481	-86 Reduced 0.61%	14,082 $733,000
Q1 2023 Apr 07, 2023	BUY	$44.61 - $48.99 $29,308 - $32,186	657 Added 4.86%	14,168 $682,000
Q4 2022 Jan 30, 2023	BUY	$41.93 - $47.9 $20,755 - $23,710	495 Added 3.8%	13,511 $607,000
Q3 2022 Oct 13, 2022	BUY	$41.99 - $50.54 $89,228 - $107,397	2,125 Added 19.51%	13,016 $547,000
Q2 2022 Jul 20, 2022	BUY	$43.16 - $53.73 $470,055 - $585,173	10,891 New	10,891 $483,000

Others Institutions Holding SPLG

# of Institutions

1,144

Shares Held

479M

Call Options Held

259K

Put Options Held

171K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Cypress Financial Planning LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History