Cypress Financial Planning LLC Spdr S&P 500 ETF Trust Transaction History

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024

A detailed history of Cypress Financial Planning LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Cypress Financial Planning LLC holds 10,612 shares of SPY stock, worth $6.34 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares
10,612
Previous 10,843 2.13%
Holding current value
$6.34 Million
Previous $6.22 Million 0.05%
% of portfolio
2.3%
Previous 2.31%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$567.81 - $607.81 $131,164 - $140,404
-231 Reduced 2.13%
10,612 $6.22 Million
Q3 2024

Oct 07, 2024
SELL
$517.38 - $573.86 $182,635 - $202,572
-353 Reduced 3.15%
10,843 $6.22 Million
Q2 2024

Jul 16, 2024
BUY
$495.16 - $548.49 $935,357 - $1.04 Million
1,889 Added 20.3%
11,196 $6.09 Million
Q1 2024

Apr 12, 2024
BUY
$467.28 - $523.17 $44,858 - $50,224
96 Added 1.04%
9,307 $4.87 Million
Q4 2023

Jan 09, 2024
SELL
$410.68 - $476.69 $242,301 - $281,247
-590 Reduced 6.02%
9,211 $4.38 Million
Q3 2023

Oct 10, 2023
SELL
$425.88 - $457.79 $128,189 - $137,794
-301 Reduced 2.98%
9,801 $4.19 Million
Q2 2023

Jul 11, 2023
SELL
$404.36 - $443.28 $89,363 - $97,964
-221 Reduced 2.14%
10,102 $4.48 Million
Q1 2023

Apr 07, 2023
BUY
$379.5 - $416.78 $135,481 - $148,790
357 Added 3.58%
10,323 $4.23 Million
Q4 2022

Jan 30, 2023
SELL
$357.63 - $407.42 $220,657 - $251,378
-617 Reduced 5.83%
9,966 $3.81 Million
Q3 2022

Oct 13, 2022
BUY
$357.18 - $429.7 $119,298 - $143,519
334 Added 3.26%
10,583 $3.78 Million
Q2 2022

Jul 20, 2022
BUY
$365.86 - $456.8 $3.75 Million - $4.68 Million
10,249 New
10,249 $3.87 Million

Others Institutions Holding SPY

# of Institutions
4,587
Shares Held
576M
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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