Forbes Financial Planning, Inc. Spdr S&P 500 ETF Trust Transaction History

Forbes Financial Planning, Inc.

$116 Million
Q1 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 7,101 shares of SPY stock, worth $3.9 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

7,101

Previous 6,904 2.85%

Holding current value

$3.9 Million

Previous $3.28 Million 13.2%

% of portfolio

3.2%

Previous 3.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$467.28 - $523.17 $92,054 - $103,064	197 Added 2.85%	7,101 $3.71 Million
Q4 2023 Feb 13, 2024	BUY	$410.68 - $476.69 $81,314 - $94,384	198 Added 2.95%	6,904 $3.28 Million
Q3 2023 Nov 07, 2023	SELL	$425.88 - $457.79 $40,884 - $43,947	-96 Reduced 1.41%	6,706 $2.87 Million
Q2 2023 Aug 08, 2023	BUY	$404.36 - $443.28 $15,365 - $16,844	38 Added 0.56%	6,802 $3.02 Million
Q1 2023 May 04, 2023	BUY	$379.5 - $416.78 $33,016 - $36,259	87 Added 1.3%	6,764 $2.77 Million

Q3 2022 Oct 21, 2022	BUY	$357.18 - $429.7 $2,500 - $3,007	7 Added 0.1%	6,677 $2.39 Million
Q2 2022 Aug 15, 2022	SELL	$365.86 - $456.8 $7,317 - $9,136	-20 Reduced 0.3%	6,670 $2.51 Million
Q1 2022 May 13, 2022	SELL	$416.25 - $477.71 $24,142 - $27,707	-58 Reduced 0.86%	6,690 $3.02 Million
Q4 2021 Feb 18, 2022	BUY	$428.64 - $477.48 $2.89 Million - $3.22 Million	6,748 New	6,748 $3.2 Million

Others Institutions Holding SPY

# of Institutions

4,335

Shares Held

584M

Call Options Held

250M

Put Options Held

483M

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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Forbes Financial Planning, Inc. Spdr S&P 500 ETF Trust Transaction History