A detailed history of Prosperity Planning, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Prosperity Planning, Inc. holds 12,356 shares of SPYG stock, worth $1.02 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
12,356
Previous 14,745 16.2%
Holding current value
$1.02 Million
Previous $1.08 Million 8.16%
% of portfolio
0.34%
Previous 0.37%

Shares

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

About SPDR PORTFOLIO


  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

Track Prosperity Planning, Inc. Portfolio

Follow Prosperity Planning, 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 Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

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