A detailed history of Financial Planning & Information Services, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 384 shares of SPY stock, worth $219,444. This represents 0.03% of its overall portfolio holdings.

Number of Shares
384
Previous 706 45.61%
Holding current value
$219,444
Previous $369,000 43.63%
% of portfolio
0.03%
Previous 0.06%

Shares

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

Aug 13, 2024

SELL
$495.16 - $548.49 $159,441 - $176,613
-322 Reduced 45.61%
384 $208,000
Q1 2024

May 14, 2024

SELL
$467.28 - $523.17 $278,498 - $311,809
-596 Reduced 45.78%
706 $369,000
Q1 2023

May 02, 2023

SELL
$379.5 - $416.78 $3,415 - $3,751
-9 Reduced 0.69%
1,302 $533,000
Q3 2022

Oct 25, 2022

SELL
$357.18 - $429.7 $63,220 - $76,056
-177 Reduced 11.9%
1,311 $468,000
Q1 2022

Apr 19, 2022

BUY
$416.25 - $477.71 $2,497 - $2,866
6 Added 0.4%
1,488 $672,000
Q4 2021

Feb 02, 2022

SELL
$428.64 - $477.48 $20,574 - $22,919
-48 Reduced 3.14%
1,482 $704,000
Q3 2021

Oct 13, 2021

BUY
$424.97 - $453.19 $4,674 - $4,985
11 Added 0.72%
1,530 $657,000
Q2 2021

Jul 29, 2021

SELL
$400.61 - $428.06 $9,614 - $10,273
-24 Reduced 1.56%
1,519 $650,000
Q1 2021

Apr 20, 2021

SELL
$368.79 - $397.26 $8,113 - $8,739
-22 Reduced 1.41%
1,543 $611,000
Q4 2020

Feb 08, 2021

BUY
$326.54 - $373.88 $326 - $373
1 Added 0.06%
1,565 $585,000
Q3 2020

May 24, 2021

SELL
$310.52 - $357.7 $32,604 - $37,558
-105 Reduced 6.29%
1,564 $524,000
Q2 2020

May 24, 2021

SELL
$246.15 - $323.2 $8,615 - $11,312
-35 Reduced 2.05%
1,669 $515,000
Q1 2020

May 24, 2021

SELL
$222.95 - $338.34 $1,560 - $2,368
-7 Reduced 0.41%
1,704 $439,000
Q3 2019

May 24, 2021

BUY
$283.82 - $302.01 $96,782 - $102,985
341 Added 24.89%
1,711 $508,000
Q2 2019

May 24, 2021

SELL
$274.57 - $295.86 $18,670 - $20,118
-68 Reduced 4.73%
1,370 $401,000
Q1 2019

May 24, 2021

SELL
$244.21 - $284.73 $12,943 - $15,090
-53 Reduced 3.55%
1,438 $406,000
Q4 2018

May 24, 2021

SELL
$234.34 - $291.73 $11,248 - $14,003
-48 Reduced 3.12%
1,491 $373,000
Q3 2018

May 24, 2021

BUY
$270.9 - $293.58 $270 - $293
1 Added 0.07%
1,539 $447,000
Q1 2018

May 24, 2021

SELL
$257.63 - $286.58 $41,478 - $46,139
-161 Reduced 9.48%
1,538 $405,000
Q4 2017

May 24, 2021

BUY
$252.32 - $268.2 $2,775 - $2,950
11 Added 0.65%
1,699 $453,000
Q3 2017

May 24, 2021

SELL
$242.71 - $251.23 $12,620 - $13,063
-52 Reduced 2.99%
1,688 $424,000
Q2 2017

May 24, 2021

SELL
N/A
-136 Reduced 7.25%
1,740 $421,000
Q3 2016

May 24, 2021

BUY
N/A
1 Added 0.05%
1,876 $406,000
Q4 2015

May 24, 2021

SELL
N/A
-100 Reduced 5.06%
1,875 $382,000
Q2 2015

May 24, 2021

SELL
N/A
-135 Reduced 6.4%
1,975 $407,000
Q3 2014

May 24, 2021

SELL
N/A
-171 Reduced 7.5%
2,110 $416,000
Q2 2014

May 24, 2021

BUY
N/A
17 Added 0.75%
2,281 $447,000
Q1 2014

May 24, 2021

SELL
N/A
-65 Reduced 2.79%
2,264 $423,000
Q4 2013

May 24, 2021

BUY
N/A
2,329
2,329 $430,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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