Phillips Wealth Planners LLC Spdr S&P 500 ETF Trust Transaction History

Phillips Wealth Planners LLC

$100 Billion
Q4 2024

A detailed history of Phillips Wealth Planners LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 6,199 shares of SPY stock, worth $3.49 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares

6,199

Previous 500 1139.8%

Holding current value

$3.49 Million

Previous $291 Million 1135.95%

% of portfolio

3.59%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$567.81 - $607.81 $3.24 Million - $3.46 Million	5,699 Added 1139.8%	6,199 $3.6 Billion
Q3 2024 Oct 28, 2024	SELL	$517.38 - $573.86 $10,864 - $12,051	-21 Reduced 4.03%	500 $291 Million
Q2 2024 Aug 02, 2024	SELL	$495.16 - $548.49 $7,427 - $8,227	-15 Reduced 2.8%	521 $292 Million
Q1 2024 Apr 29, 2024	SELL	$467.28 - $523.17 $2.42 Million - $2.71 Million	-5,186 Reduced 90.63%	536 $270 Million
Q4 2023 Feb 12, 2024	BUY	$410.68 - $476.69 $2.11 Million - $2.45 Million	5,140 Added 883.16%	5,722 $2.73 Billion
Q3 2023 Oct 30, 2023	SELL	$425.88 - $457.79 $2,981 - $3,204	-7 Reduced 1.19%	582 $248 Million
Q2 2023 Jul 26, 2023	SELL	$404.36 - $443.28 $2,830 - $3,102	-7 Reduced 1.17%	589 $261 Million
Q1 2023 May 15, 2023	SELL	$379.5 - $416.78 $39,088 - $42,928	-103 Reduced 14.74%	596 $248 Million
Q4 2022 Feb 14, 2023	BUY	$357.63 - $407.42 $249,983 - $284,786	699 New	699 $289 Million

Others Institutions Holding SPY

# of Institutions

5,011

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

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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Phillips Wealth Planners LLC Spdr S&P 500 ETF Trust Transaction History