Briaud Financial Planning, Inc Spdr S&P 500 ETF Trust Transaction History

Briaud Financial Planning, Inc

$306 Million
Q3 2025

A detailed history of Briaud Financial Planning, Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 962 shares of SPY stock, worth $640,374. This represents 0.21% of its overall portfolio holdings.

Number of Shares

962

Previous 867 10.96%

Holding current value

$640,374

Previous $535,000 19.63%

% of portfolio

0.21%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 25, 2025	BUY	$617.65 - $666.84 $58,676 - $63,349	95 Added 10.96%	962 $640,000
Q2 2025 Jul 30, 2025	BUY	$496.48 - $617.85 $125,112 - $155,698	252 Added 40.98%	867 $535,000
Q1 2024 May 03, 2024	BUY	$467.28 - $523.17 $287,377 - $321,749	615 New	615 $322,000
Q3 2023 Nov 03, 2023	BUY	$425.88 - $457.79 $261,916 - $281,540	615 New	615 $262,000
Q3 2022 Nov 04, 2022	SELL	$357.18 - $429.7 $32,146 - $38,673	-90 Reduced 8.04%	1,029 $400,000

Q1 2022 May 03, 2022	SELL	$416.25 - $477.71 $265,151 - $304,301	-637 Reduced 36.28%	1,119 $505,000
Q4 2020 Jan 27, 2021	SELL	$326.54 - $373.88 $326 - $373	-1 Reduced 0.06%	1,756 $656,000
Q4 2019 Jan 30, 2020	BUY	$288.06 - $322.94 $506,121 - $567,405	1,757 New	1,757 $565,000

Others Institutions Holding SPY

# of Institutions

5,316

Shares Held

557M

Call Options Held

298M

Put Options Held

700M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Briaud Financial Planning, Inc Spdr S&P 500 ETF Trust Transaction History