Partners In Financial Planning Spdr S&P 500 ETF Trust Transaction History

Partners In Financial Planning

  • $578 Billion
  • Q3 2025

A detailed history of Partners In Financial Planning transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Partners In Financial Planning holds 920 shares of SPY stock, worth $612,416. This represents 0.11% of its overall portfolio holdings.

Number of Shares
920
Previous 919 0.11%
Holding current value
$612,416
Previous $568 Million 8.0%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Nov 10, 2025
BUY
$617.65 - $666.84 $617 - $666
1 Added 0.11%
920 $613 Million
Q2 2025

Aug 04, 2025
BUY
$496.48 - $617.85 $992 - $1,235
2 Added 0.22%
919 $568 Million
Q1 2025

Apr 30, 2025
SELL
$551.42 - $612.93 $2,757 - $3,064
-5 Reduced 0.54%
917 $513 Million
Q4 2024

Feb 12, 2025
BUY
$567.81 - $607.81 $523,520 - $560,400
922 New
922 $540 Million
Q3 2024

Feb 26, 2025
BUY
$517.38 - $573.86 $517 - $573
1 Added 0.16%
616 $354 Million
Q2 2024

Feb 26, 2025
BUY
$495.16 - $548.49 $495 - $548
1 Added 0.16%
615 $334 Million
Q1 2024

Feb 26, 2025
BUY
$467.28 - $523.17 $467 - $523
1 Added 0.16%
614 $321 Million
Q4 2023

Feb 26, 2025
BUY
$410.68 - $476.69 $410 - $476
1 Added 0.16%
613 $292 Million
Q3 2023

Mar 04, 2025
SELL
$425.88 - $457.79 $131,596 - $141,457
-309 Reduced 33.51%
613 $262 Million
Q2 2023

Feb 26, 2025
BUY
$404.36 - $443.28 $404 - $443
1 Added 0.16%
612 $271 Million
Q1 2023

Feb 26, 2025
SELL
$379.5 - $416.78 $118,024 - $129,618
-311 Reduced 33.73%
611 $250 Million
Q3 2022

May 05, 2025
BUY
$357.18 - $429.7 $65,006 - $78,205
182 Added 31.93%
752 $298 Million
Q2 2022

May 05, 2025
SELL
$365.86 - $456.8 $126,953 - $158,509
-347 Reduced 37.84%
570 $232 Million

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
Track This Portfolio

Track Partners In Financial Planning Portfolio

Follow Partners In Financial Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners In Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Partners In Financial Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email