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 $2.96 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

31,755

Previous 32,559 2.47%

Holding current value

$2.96 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

1,230

Shares Held

304M

Call Options Held

665K

Put Options Held

128K

View Full List

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Partners In Financial Planning Spdr Portfolio Transaction History