A detailed history of Ofc Financial Planning, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Ofc Financial Planning, LLC holds 6,236 shares of SPY stock, worth $4.12 Million. This represents 4.09% of its overall portfolio holdings.

Number of Shares
6,236
Previous 6,255 0.3%
Holding current value
$4.12 Million
Previous $3.5 Billion 10.12%
% of portfolio
4.09%
Previous 3.96%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

SELL
$496.48 - $617.85 $9,433 - $11,739
-19 Reduced 0.3%
6,236 $3.85 Billion
Q1 2025

May 14, 2025

SELL
$551.42 - $612.93 $24,813 - $27,581
-45 Reduced 0.71%
6,255 $3.5 Billion
Q4 2024

Jan 23, 2025

BUY
$567.81 - $607.81 $3.58 Million - $3.83 Million
6,300 New
6,300 $3.69 Billion

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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