Prosperity Planning, Inc. Spdr Portfolio Transaction History

Prosperity Planning, Inc.

$351 Million
Q3 2025

A detailed history of Prosperity Planning, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Prosperity Planning, Inc. holds 9,793 shares of SPYG stock, worth $1.03 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

9,793

Previous 10,529 6.99%

Holding current value

$1.03 Million

Previous $1 Million 1.99%

% of portfolio

0.29%

Previous 0.3%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$94.33 - $105.31 $69,426 - $77,508	-736 Reduced 6.99%	9,793 $1.02 Million
Q2 2025 Jul 11, 2025	SELL	$71.83 - $95.32 $1,077 - $1,429	-15 Reduced 0.14%	10,529 $1 Million
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

1,389

Shares Held

337M

Call Options Held

247K

Put Options Held

165K

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About SPDR PORTFOLIO

Ticker SPYG
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Prosperity Planning, Inc. Spdr Portfolio Transaction History