Fiduciary Planning LLC Spdr S&P 500 ETF Trust Transaction History

Fiduciary Planning LLC

  • $205 Million
  • Q2 2024

A detailed history of Fiduciary Planning LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Fiduciary Planning LLC holds 11,661 shares of SPY stock, worth $6.3 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
11,661
Previous 11,582 0.68%
Holding current value
$6.3 Million
Previous $6.06 Million 4.75%
% of portfolio
3.09%
Previous 2.85%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$495.16 - $548.49 $39,117 - $43,330
79 Added 0.68%
11,661 $6.35 Million
Q1 2024

Apr 29, 2024
BUY
$467.28 - $523.17 $257,003 - $287,743
550 Added 4.99%
11,582 $6.06 Million
Q4 2023

Jan 25, 2024
BUY
$410.68 - $476.69 $4.12 Million - $4.79 Million
10,043 Added 1015.47%
11,032 $5.24 Million
Q3 2023

Oct 26, 2023
BUY
$425.88 - $457.79 $421,195 - $452,754
989 New
989 $422,000
Q4 2021

Feb 08, 2022
SELL
$428.64 - $477.48 $264,042 - $294,127
-616 Closed
0 $0
Q3 2021

Nov 09, 2021
SELL
$424.97 - $453.19 $82,019 - $87,465
-193 Reduced 23.86%
616 $264,000
Q2 2021

Aug 06, 2021
BUY
$400.61 - $428.06 $801 - $856
2 Added 0.25%
809 $346,000
Q1 2021

May 24, 2021
BUY
$368.79 - $397.26 $737 - $794
2 Added 0.25%
807 $320,000
Q4 2020

Feb 10, 2021
BUY
$326.54 - $373.88 $979 - $1,121
3 Added 0.37%
805 $301,000
Q3 2020

Oct 27, 2020
BUY
$310.52 - $357.7 $249,037 - $286,875
802 New
802 $269,000
Q1 2020

May 08, 2020
SELL
$222.95 - $338.34 $747,105 - $1.13 Million
-3,351 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$288.06 - $322.94 $965,289 - $1.08 Million
3,351 New
3,351 $1.1 Million

Others Institutions Holding SPY

# of Institutions
4,424
Shares Held
557M
Call Options Held
274M
Put Options Held
402M
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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