Planning Center, Inc. Spdr S&P 500 ETF Trust Transaction History

Planning Center, Inc.

$645 Million
Q2 2025

A detailed history of Planning Center, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Planning Center, Inc. holds 1,438 shares of SPY stock, worth $909,175. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,438

Previous 1,410 1.99%

Holding current value

$909,175

Previous $788,000 12.69%

% of portfolio

0.14%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$496.48 - $617.85 $13,901 - $17,299	28 Added 1.99%	1,438 $888,000
Q1 2025 Apr 18, 2025	BUY	$551.42 - $612.93 $49,627 - $55,163	90 Added 6.82%	1,410 $788,000
Q4 2024 Jan 22, 2025	SELL	$567.81 - $607.81 $114,129 - $122,169	-201 Reduced 13.21%	1,320 $773,000
Q2 2024 Aug 08, 2024	BUY	$495.16 - $548.49 $5,446 - $6,033	11 Added 0.73%	1,521 $827,000
Q1 2024 Apr 22, 2024	BUY	$467.28 - $523.17 $2,336 - $2,615	5 Added 0.33%	1,510 $789,000
Q4 2023 Jan 22, 2024	BUY	$410.68 - $476.69 $229,159 - $265,993	558 Added 58.92%	1,505 $715,000
Q2 2023 Jul 20, 2023	BUY	$404.36 - $443.28 $93,407 - $102,397	231 Added 32.26%	947 $419,000
Q1 2023 Apr 17, 2023	SELL	$379.5 - $416.78 $36,052 - $39,594	-95 Reduced 11.71%	716 $293,000
Q4 2022 Jan 27, 2023	BUY	$357.63 - $407.42 $60,797 - $69,261	170 Added 26.52%	811 $310,000
Q2 2022 Jul 11, 2022	SELL	$365.86 - $456.8 $111,587 - $139,324	-305 Reduced 32.24%	641 $246,000
Q1 2022 Apr 15, 2022	BUY	$416.25 - $477.71 $8,325 - $9,554	20 Added 2.16%	946 $427,000
Q4 2021 Feb 15, 2022	BUY	$428.64 - $477.48 $396,920 - $442,146	926 New	926 $423,000

Others Institutions Holding SPY

# of Institutions

5,139

Shares Held

604M

Call Options Held

373M

Put Options Held

665M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Planning Center, Inc. Spdr S&P 500 ETF Trust Transaction History