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 $5.95 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

10,612

Previous 10,843 2.13%

Holding current value

$5.95 Million

Previous $6.22 Million 0.05%

% of portfolio

2.3%

Previous 2.31%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

5,004

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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