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

Fiduciary Planning LLC

$232 Million
Q1 2025

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 9,735 shares of SPY stock, worth $5.45 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

9,735

Previous 10,620 8.33%

Holding current value

$5.45 Million

Previous $6.22 Million 12.52%

% of portfolio

2.34%

Previous 2.65%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$551.42 - $612.93 $488,006 - $542,443	-885 Reduced 8.33%	9,735 $5.45 Million
Q4 2024 Jan 24, 2025	SELL	$567.81 - $607.81 $711,465 - $761,585	-1,253 Reduced 10.55%	10,620 $6.22 Million
Q3 2024 Oct 22, 2024	BUY	$517.38 - $573.86 $109,684 - $121,658	212 Added 1.82%	11,873 $6.81 Million
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

5,031

Shares Held

603M

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

More about SPY

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