Holistic Planning, LLC Spdr S&P 500 ETF Trust Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Holistic Planning, LLC holds 6,064 shares of SPY stock, worth $4.04 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

6,064

Previous 6,309 3.88%

Holding current value

$4.04 Million

Previous $3.9 Billion 3.64%

% of portfolio

1.06%

Previous 1.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$617.65 - $666.84 $151,324 - $163,375	-245 Reduced 3.88%	6,064 $4.04 Billion
Q2 2025 Jul 28, 2025	SELL	$496.48 - $617.85 $438,391 - $545,561	-883 Reduced 12.28%	6,309 $3.9 Billion
Q1 2025 Apr 23, 2025	BUY	$551.42 - $612.93 $1.99 Million - $2.21 Million	3,611 Added 100.84%	7,192 $4.02 Billion
Q4 2024 Jan 24, 2025	SELL	$567.81 - $607.81 $11,924 - $12,764	-21 Reduced 0.58%	3,581 $2.1 Billion
Q3 2024 Nov 01, 2024	BUY	$517.38 - $573.86 $46,564 - $51,647	90 Added 2.56%	3,602 $2.07 Billion

Q1 2024 May 01, 2024	SELL	$467.28 - $523.17 $99,997 - $111,958	-214 Reduced 5.74%	3,512 $1.84 Billion
Q4 2023 Feb 14, 2024	BUY	$410.68 - $476.69 $1.53 Million - $1.78 Million	3,726 New	3,726 $1.77 Billion

Others Institutions Holding SPY

# of Institutions

5,286

Shares Held

557M

Call Options Held

343M

Put Options Held

765M

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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Holistic Planning, LLC Spdr S&P 500 ETF Trust Transaction History