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

Essential Planning, Llc.

  • $248 Billion
  • Q1 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 3,202 shares of SPY stock, worth $1.9 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
3,202
Previous 73,837 95.66%
Holding current value
$1.9 Million
Previous $43.3 Million 4039.31%
% of portfolio
0.72%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
5,065
Shares Held
584M
Call Options Held
390M
Put Options Held
668M
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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