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

Cypress Financial Planning LLC

$322 Million
Q3 2025

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 7,361 shares of SPLG stock, worth $581,887. This represents 0.18% of its overall portfolio holdings.

Number of Shares

7,361

Previous 6,529 12.74%

Holding current value

$581,887

Previous $474,000 21.52%

% of portfolio

0.18%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$72.65 - $78.68 $60,444 - $65,461	832 Added 12.74%	7,361 $576,000
Q2 2025 Jul 10, 2025	SELL	$58.41 - $72.69 $16,646 - $20,716	-285 Reduced 4.18%	6,529 $474,000
Q1 2025 Apr 09, 2025	SELL	$64.88 - $72.1 $147,537 - $163,955	-2,274 Reduced 25.02%	6,814 $445,000
Q4 2024 Jan 13, 2025	SELL	$66.77 - $71.52 $58,089 - $62,222	-870 Reduced 8.74%	9,088 $626,000
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

1,562

Shares Held

820M

Call Options Held

1.05M

Put Options Held

1.54M

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