Sequent Planning LLC Spdr S&P 500 ETF Trust Transaction History

Sequent Planning LLC

  • $272 Billion
  • Q4 2024

A detailed history of Sequent Planning LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Sequent Planning LLC holds 1,181 shares of SPY stock, worth $720,055. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,181
Previous 1,201 1.67%
Holding current value
$720,055
Previous $689 Million 0.45%
% of portfolio
0.25%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$567.81 - $607.81 $11,356 - $12,156
-20 Reduced 1.67%
1,181 $692 Million
Q3 2024

Nov 14, 2024
SELL
$517.38 - $573.86 $24,834 - $27,545
-48 Reduced 3.84%
1,201 $689 Million
Q2 2024

Aug 12, 2024
BUY
$495.16 - $548.49 $3,961 - $4,387
8 Added 0.64%
1,249 $681 Million
Q1 2024

May 14, 2024
BUY
$467.28 - $523.17 $579,894 - $649,253
1,241 New
1,241 $649 Million

Others Institutions Holding SPY

# of Institutions
4,930
Shares Held
604M
Call Options Held
310M
Put Options Held
670M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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