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

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024

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 73,837 shares of SPY stock, worth $44.3 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
73,837
Previous 962 7575.36%
Holding current value
$44.3 Million
Previous $552,000 7739.49%
% of portfolio
0.29%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,981
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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
Track This Portfolio

Track Essential Planning, Llc. Portfolio

Follow Essential Planning, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email