Cypress Financial Planning LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024

A detailed history of Cypress Financial Planning LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Cypress Financial Planning LLC holds 9,088 shares of SPLG stock, worth $643,430. This represents 0.23% of its overall portfolio holdings.

Number of Shares
9,088
Previous 9,958 8.74%
Holding current value
$643,430
Previous $672,000 6.85%
% of portfolio
0.23%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$66.77 - $71.52 $58,089 - $62,222
-870 Reduced 8.74%
9,088 $626,000
Q3 2024

Oct 07, 2024
SELL
$60.84 - $67.51 $150,822 - $167,357
-2,479 Reduced 19.93%
9,958 $672,000
Q2 2024

Jul 16, 2024
BUY
$58.24 - $64.51 $125,623 - $139,148
2,157 Added 20.98%
12,437 $795,000
Q1 2024

Apr 12, 2024
BUY
$54.97 - $61.53 $39,083 - $43,747
711 Added 7.43%
10,280 $632,000
Q4 2023

Jan 09, 2024
SELL
$48.29 - $56.08 $87,211 - $101,280
-1,806 Reduced 15.88%
9,569 $534,000
Q3 2023

Oct 10, 2023
SELL
$50.09 - $53.81 $135,593 - $145,663
-2,707 Reduced 19.22%
11,375 $571,000
Q2 2023

Jul 11, 2023
SELL
$47.56 - $52.11 $4,090 - $4,481
-86 Reduced 0.61%
14,082 $733,000
Q1 2023

Apr 07, 2023
BUY
$44.61 - $48.99 $29,308 - $32,186
657 Added 4.86%
14,168 $682,000
Q4 2022

Jan 30, 2023
BUY
$41.93 - $47.9 $20,755 - $23,710
495 Added 3.8%
13,511 $607,000
Q3 2022

Oct 13, 2022
BUY
$41.99 - $50.54 $89,228 - $107,397
2,125 Added 19.51%
13,016 $547,000
Q2 2022

Jul 20, 2022
BUY
$43.16 - $53.73 $470,055 - $585,173
10,891 New
10,891 $483,000

Others Institutions Holding SPLG

# of Institutions
1,203
Shares Held
489M
Call Options Held
264K
Put Options Held
171K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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