A detailed history of Planned Solutions, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Planned Solutions, Inc. holds 833 shares of SPY stock, worth $476,034. This represents 0.22% of its overall portfolio holdings.

Number of Shares
833
Previous 833 -0.0%
Holding current value
$476,034
Previous $435,000 4.14%
% of portfolio
0.22%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024

BUY
$410.68 - $476.69 $23,408 - $27,171
57 Added 7.35%
833 $395,000
Q3 2023

Feb 06, 2024

SELL
$425.88 - $457.79 $26,830 - $28,840
-63 Reduced 7.56%
770 $329,000
Q2 2023

Jul 11, 2023

BUY
$404.36 - $443.28 $10,109 - $11,082
25 Added 3.33%
776 $343,000
Q4 2022

Jan 25, 2023

BUY
$357.63 - $407.42 $268,580 - $305,972
751 New
751 $0
Q4 2020

Jan 29, 2021

SELL
$326.54 - $373.88 $163,923 - $187,687
-502 Reduced 48.32%
537 $201,000
Q3 2020

Nov 06, 2020

BUY
$310.52 - $357.7 $322,630 - $371,650
1,039 New
1,039 $348,000

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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