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

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024

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 $492,427. This represents 0.2% of its overall portfolio holdings.

Number of Shares
833
Previous 833 -0.0%
Holding current value
$492,427
Previous $453,000 5.52%
% of portfolio
0.2%
Previous 0.22%

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

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Planned Solutions, Inc. Portfolio

Follow Planned Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email