A detailed history of Planning Directions Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Planning Directions Inc holds 625 shares of SPY stock, worth $372,193. This represents 0.22% of its overall portfolio holdings.

Number of Shares
625
Previous 624 0.16%
Holding current value
$372,193
Previous $339,000 5.6%
% of portfolio
0.22%
Previous 0.24%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$517.38 - $573.86 $517 - $573
1 Added 0.16%
625 $358,000
Q1 2024

May 08, 2024

BUY
$467.28 - $523.17 $467 - $523
1 Added 0.16%
624 $326,000
Q3 2023

Oct 27, 2023

BUY
$425.88 - $457.79 $46,846 - $50,356
110 Added 21.44%
623 $266,000
Q2 2023

Jul 19, 2023

SELL
$404.36 - $443.28 $69,145 - $75,800
-171 Reduced 25.0%
513 $227,000
Q4 2022

Feb 08, 2023

BUY
$357.63 - $407.42 $357 - $407
1 Added 0.15%
684 $261,000
Q3 2022

Nov 08, 2022

BUY
$357.18 - $429.7 $357 - $429
1 Added 0.15%
683 $244,000
Q2 2022

Aug 03, 2022

BUY
$365.86 - $456.8 $249,516 - $311,537
682 New
682 $257,000

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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