Comprehensive Financial Planning, Inc./Pa Spdr S&P 500 ETF Trust Transaction History

Comprehensive Financial Planning, Inc./Pa

$146 Billion
Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 3,848 shares of SPY stock, worth $2.56 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

3,848

Previous 3,791 1.5%

Holding current value

$2.56 Million

Previous $2.34 Billion 9.44%

% of portfolio

1.76%

Previous 1.84%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$617.65 - $666.84 $35,206 - $38,009	57 Added 1.5%	3,848 $2.56 Billion
Q2 2025 Aug 08, 2025	SELL	$496.48 - $617.85 $28,299 - $35,217	-57 Reduced 1.48%	3,791 $2.34 Billion
Q1 2025 May 09, 2025	SELL	$551.42 - $612.93 $26,468 - $29,420	-48 Reduced 1.23%	3,848 $2.15 Billion
Q4 2024 Jan 28, 2025	BUY	$567.81 - $607.81 $2.21 Million - $2.37 Million	3,896 New	3,896 $2.28 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

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Comprehensive Financial Planning, Inc./Pa Spdr S&P 500 ETF Trust Transaction History