Vested Financial Planning, LLC Spdr S&P 500 ETF Trust Transaction History

Vested Financial Planning, LLC

  • $112 Billion
  • Q2 2025

A detailed history of Vested Financial Planning, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Vested Financial Planning, LLC holds 980 shares of SPY stock, worth $647,427. This represents 0.54% of its overall portfolio holdings.

Number of Shares
980
Previous 967 1.34%
Holding current value
$647,427
Previous $541 Million 11.85%
% of portfolio
0.54%
Previous 0.54%

Shares

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

Jul 21, 2025
BUY
$496.48 - $617.85 $6,454 - $8,032
13 Added 1.34%
980 $605 Million
Q1 2025

Apr 29, 2025
BUY
$551.42 - $612.93 $5,514 - $6,129
10 Added 1.04%
967 $541 Million
Q4 2024

Jan 28, 2025
BUY
$567.81 - $607.81 $543,394 - $581,674
957 New
957 $561 Million

Others Institutions Holding SPY

# of Institutions
5,202
Shares Held
630M
Call Options Held
380M
Put Options Held
724M
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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