Total Wealth Planning & Management, Inc. Spdr S&P 500 ETF Trust Transaction History

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025

A detailed history of Total Wealth Planning & Management, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 734 shares of SPY stock, worth $464,071. This represents 0.37% of its overall portfolio holdings.

Number of Shares
734
Previous 413 77.72%
Holding current value
$464,071
Previous $231 Million 96.3%
% of portfolio
0.37%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$496.48 - $617.85 $159,370 - $198,329
321 Added 77.72%
734 $454 Million
Q1 2025

Apr 24, 2025
SELL
$551.42 - $612.93 $6.48 Million - $7.21 Million
-11,758 Reduced 96.61%
413 $231 Million
Q4 2024

Feb 28, 2025
BUY
$567.81 - $607.81 $6.91 Million - $7.4 Million
12,171 New
12,171 $7.13 Billion

Others Institutions Holding SPY

# of Institutions
5,137
Shares Held
592M
Call Options Held
373M
Put Options Held
665M
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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