Partners In Financial Planning Spdr Portfolio Transaction History

Partners In Financial Planning

$498 Billion
Q1 2025

A detailed history of Partners In Financial Planning transactions in Spdr Portfolio stock. As of the latest transaction made, Partners In Financial Planning holds 31,755 shares of SPYG stock, worth $2.6 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

31,755

Previous 32,559 2.47%

Holding current value

$2.6 Million

Previous $2.86 Billion 10.83%

% of portfolio

0.51%

Previous 0.58%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$80.05 - $92.39 $64,360 - $74,281	-804 Reduced 2.47%	31,755 $2.55 Billion
Q4 2024 Feb 12, 2025	BUY	$81.74 - $91.38 $2.66 Million - $2.98 Million	32,559 New	32,559 $2.86 Billion
Q3 2024 Feb 26, 2025	SELL	$73.38 - $84.1 $128,414 - $147,175	-1,750 Reduced 5.09%	32,609 $2.7 Billion
Q2 2024 Feb 26, 2025	SELL	$68.71 - $80.95 $136,664 - $161,009	-1,989 Reduced 5.47%	34,359 $2.75 Billion
Q1 2024 Feb 26, 2025	SELL	$63.12 - $73.73 $12,750 - $14,893	-202 Reduced 0.55%	36,348 $2.66 Billion
Q4 2023 Feb 26, 2025	SELL	$57.02 - $65.3 $111,360 - $127,530	-1,953 Reduced 5.07%	36,550 $2.38 Billion
Q3 2023 Mar 04, 2025	BUY	$58.97 - $62.89 $292,432 - $311,871	4,959 Added 15.23%	37,518 $2.22 Billion
Q2 2023 Feb 26, 2025	SELL	$54.76 - $61.01 $180,543 - $201,149	-3,297 Reduced 7.89%	38,503 $2.35 Billion
Q1 2023 Feb 26, 2025	BUY	$49.61 - $55.36 $458,446 - $511,581	9,241 Added 28.38%	41,800 $2.31 Billion
Q4 2022 May 05, 2025	BUY	$49.14 - $55.07 $1.46 Million - $1.64 Million	29,727 Added 244.53%	41,884 $2.1 Billion
Q3 2022 May 05, 2025	SELL	$50.1 - $61.86 $71,743 - $88,583	-1,432 Reduced 10.54%	12,157 $649 Million
Q2 2022 May 05, 2025	BUY	$50.47 - $67.39 $6,510 - $8,693	129 Added 0.96%	13,589 $781 Million
Q1 2022 May 05, 2025	BUY	$59.17 - $73.03 $199,284 - $245,965	3,368 Added 33.37%	13,460 $807 Million
Q4 2021 May 05, 2025	SELL	$63.39 - $73.48 $1.37 Million - $1.59 Million	-21,663 Reduced 68.22%	10,092 $645 Million
Q3 2021 May 05, 2025	BUY	$63.23 - $68.45 $569 - $616	9 Added 0.11%	7,897 $506 Million
Q2 2021 May 05, 2025	SELL	$57.17 - $63.06 $1.36 Million - $1.51 Million	-23,867 Reduced 75.16%	7,888 $497 Million

Others Institutions Holding SPYG

# of Institutions

1,217

Shares Held

311M

Call Options Held

1.23M

Put Options Held

95.9K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners In Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Partners In Financial Planning with notifications on news.

Account

Partners In Financial Planning Spdr Portfolio Transaction History