Cypress Financial Planning LLC Spdr S&P 500 ETF Trust Transaction History
Cypress Financial Planning LLC
- $322 Million
- Q3 2025
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 9,667 shares of SPY stock, worth $6.49 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
9,667
Previous 9,888
2.24%
Holding current value
$6.49 Million
Previous $6.11 Million
5.4%
% of portfolio
2.0%
Previous 2.02%
Shares
14 transactions
Others Institutions Holding SPY
# of Institutions
5,211Shares Held
631MCall Options Held
379MPut Options Held
723M-
Jpmorgan Chase & CO New York, NY58MShares$38.9 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.8 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.7 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.5 Billion2.65% of portfolio