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

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

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 3,602 shares of SPY stock, worth $2.12 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
3,602
Previous 3,512 2.56%
Holding current value
$2.12 Million
Previous $1.84 Billion 12.5%
% of portfolio
0.87%
Previous 1.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,557
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
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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