Prosperity Planning, Inc. Spdr Portfolio Transaction History

Prosperity Planning, Inc.

$307 Million
Q1 2025

A detailed history of Prosperity Planning, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Prosperity Planning, Inc. holds 10,544 shares of SPYG stock, worth $864,608. This represents 0.27% of its overall portfolio holdings.

Number of Shares

10,544

Previous 10,878 3.07%

Holding current value

$864,608

Previous $956,000 11.72%

% of portfolio

0.27%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$80.05 - $92.39 $26,736 - $30,858	-334 Reduced 3.07%	10,544 $844,000
Q4 2024 Jan 16, 2025	SELL	$81.74 - $91.38 $100,540 - $112,397	-1,230 Reduced 10.16%	10,878 $956,000
Q3 2024 Oct 07, 2024	SELL	$73.38 - $84.1 $18,198 - $20,856	-248 Reduced 2.01%	12,108 $1 Million
Q2 2024 Jul 23, 2024	SELL	$68.71 - $80.95 $164,148 - $193,389	-2,389 Reduced 16.2%	12,356 $990,000
Q1 2024 Apr 15, 2024	SELL	$63.12 - $73.73 $5,175 - $6,045	-82 Reduced 0.55%	14,745 $1.08 Million
Q4 2023 Feb 05, 2024	SELL	$57.02 - $65.3 $32,216 - $36,894	-565 Reduced 3.67%	14,827 $964,000
Q3 2023 Oct 24, 2023	SELL	$58.97 - $62.89 $5,897 - $6,289	-100 Reduced 0.65%	15,392 $912,000
Q2 2023 Jul 13, 2023	SELL	$54.76 - $61.01 $27,544 - $30,688	-503 Reduced 3.14%	15,492 $945,000
Q1 2023 Apr 13, 2023	BUY	$49.61 - $55.36 $218,482 - $243,805	4,404 Added 37.99%	15,995 $885,000
Q3 2022 Oct 12, 2022	BUY	$50.1 - $61.86 $580,709 - $717,019	11,591 New	11,591 $581,000

Others Institutions Holding SPYG

# of Institutions

1,221

Shares Held

326M

Call Options Held

1.22M

Put Options Held

95.9K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Prosperity Planning, Inc. with notifications on news.

Account

Prosperity Planning, Inc. Spdr Portfolio Transaction History