Planned Solutions, Inc. Spdr S&P 500 ETF Trust Transaction History

Planned Solutions, Inc.

$237 Million
Q2 2025

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 838 shares of SPY stock, worth $553,616. This represents 0.22% of its overall portfolio holdings.

Number of Shares

838

Previous 838 -0.0%

Holding current value

$553,616

Previous $468,000 10.47%

% of portfolio

0.22%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$551.42 - $612.93 $2,757 - $3,064	5 Added 0.6%	838 $468,000
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

# of Institutions

5,208

Shares Held

630M

Call Options Held

380M

Put Options Held

724M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.

Account

Planned Solutions, Inc. Spdr S&P 500 ETF Trust Transaction History