Essential Planning, Llc. Spdr S&P 500 ETF Trust Transaction History

Essential Planning, Llc.

$290 Billion
Q3 2025

A detailed history of Essential Planning, Llc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Essential Planning, Llc. holds 7,258 shares of SPY stock, worth $4.83 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

7,258

Previous 4,632 56.69%

Holding current value

$4.83 Million

Previous $2.86 Billion 68.95%

% of portfolio

1.66%

Previous 1.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$617.65 - $666.84 $1.62 Million - $1.75 Million	2,626 Added 56.69%	7,258 $4.84 Billion
Q2 2025 Aug 14, 2025	BUY	$496.48 - $617.85 $709,966 - $883,525	1,430 Added 44.66%	4,632 $2.86 Billion
Q1 2025 May 08, 2025	SELL	$551.42 - $612.93 $38.9 Million - $43.3 Million	-70,635 Reduced 95.66%	3,202 $1.79 Billion
Q4 2024 Feb 07, 2025	BUY	$567.81 - $607.81 $41.4 Million - $44.3 Million	72,875 Added 7575.36%	73,837 $43.3 Million
Q3 2024 Nov 07, 2024	BUY	$517.38 - $573.86 $497,719 - $552,053	962 New	962 $552,000

Others Institutions Holding SPY

# of Institutions

5,289

Shares Held

557M

Call Options Held

298M

Put Options Held

700M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Essential Planning, Llc. Spdr S&P 500 ETF Trust Transaction History