A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 530 shares of SPY stock, worth $313,309. This represents 0.3% of its overall portfolio holdings.

Number of Shares
530
Previous 467 13.49%
Holding current value
$313,309
Previous $254,000 19.69%
% of portfolio
0.3%
Previous 0.25%

Shares

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

Nov 08, 2024

BUY
$517.38 - $573.86 $32,594 - $36,153
63 Added 13.49%
530 $304,000
Q2 2024

Jul 18, 2024

BUY
$495.16 - $548.49 $231,239 - $256,144
467 New
467 $254,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Spectrum Planning & Advisory Services Inc. Portfolio

Follow Spectrum Planning & Advisory Services 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 Spectrum Planning & Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Planning & Advisory Services Inc. with notifications on news.