Compass Planning Associates Inc Spdr S&P 500 ETF Trust Transaction History

Compass Planning Associates Inc

  • $109 Billion
  • Q3 2025

A detailed history of Compass Planning Associates Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Compass Planning Associates Inc holds 32,600 shares of SPY stock, worth $21.7 Million. This represents 19.92% of its overall portfolio holdings.

Number of Shares
32,600
Previous 36,328 10.26%
Holding current value
$21.7 Million
Previous $22.4 Billion 3.24%
% of portfolio
19.92%
Previous 20.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$617.65 - $666.84 $2.3 Million - $2.49 Million
-3,728 Reduced 10.26%
32,600 $21.7 Billion
Q2 2025

Jul 21, 2025
BUY
$496.48 - $617.85 $336,116 - $418,284
677 Added 1.9%
36,328 $22.4 Billion
Q1 2025

Apr 14, 2025
BUY
$551.42 - $612.93 $409,705 - $455,406
743 Added 2.13%
35,651 $19.9 Billion
Q4 2024

Feb 03, 2025
BUY
$567.81 - $607.81 $19.8 Million - $21.2 Million
34,908 New
34,908 $20.5 Billion

Others Institutions Holding SPY

# of Institutions
5,289
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
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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