Strategic Planning Group, LLC Spdr S&P 500 ETF Trust Transaction History

Strategic Planning Group, LLC

  • $511 Billion
  • Q1 2025

A detailed history of Strategic Planning Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Strategic Planning Group, LLC holds 712 shares of SPY stock, worth $424,416. This represents 0.08% of its overall portfolio holdings.

Number of Shares
712
Previous 445 60.0%
Holding current value
$424,416
Previous $261 Million 52.77%
% of portfolio
0.08%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$551.42 - $612.93 $147,229 - $163,652
267 Added 60.0%
712 $399 Million
Q4 2024

Jan 23, 2025
BUY
$567.81 - $607.81 $6,245 - $6,685
11 Added 2.53%
445 $261 Million
Q3 2024

Oct 16, 2024
BUY
$517.38 - $573.86 $517 - $573
1 Added 0.23%
434 $249 Million
Q2 2024

Aug 02, 2024
BUY
$495.16 - $548.49 $495 - $548
1 Added 0.23%
433 $236 Million
Q1 2024

Apr 12, 2024
BUY
$467.28 - $523.17 $934 - $1,046
2 Added 0.47%
432 $226 Million
Q4 2023

Apr 11, 2024
BUY
$410.68 - $476.69 $176,592 - $204,976
430 New
430 $205 Million

Others Institutions Holding SPY

# of Institutions
5,064
Shares Held
584M
Call Options Held
390M
Put Options Held
668M
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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