A detailed history of Planning Alternatives LTD transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Planning Alternatives LTD holds 19,204 shares of SPY stock, worth $11.2 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
19,204
Previous 20,943 8.3%
Holding current value
$11.2 Million
Previous $11 Million 4.59%
% of portfolio
1.69%
Previous 1.8%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$495.16 - $548.49 $861,083 - $953,824
-1,739 Reduced 8.3%
19,204 $10.5 Million
Q1 2024

Apr 17, 2024

SELL
$467.28 - $523.17 $181,771 - $203,513
-389 Reduced 1.82%
20,943 $11 Million
Q4 2023

Jan 23, 2024

SELL
$410.68 - $476.69 $98,152 - $113,928
-239 Reduced 1.11%
21,332 $10.1 Million
Q3 2023

Oct 17, 2023

SELL
$425.88 - $457.79 $650,318 - $699,045
-1,527 Reduced 6.61%
21,571 $9.22 Million
Q2 2023

Jul 18, 2023

BUY
$404.36 - $443.28 $10,109 - $11,082
25 Added 0.11%
23,098 $10.2 Million
Q1 2023

May 04, 2023

SELL
$379.5 - $416.78 $4,554 - $5,001
-12 Reduced 0.05%
23,073 $9.45 Million
Q4 2022

Jan 19, 2023

SELL
$357.63 - $407.42 $177,384 - $202,080
-496 Reduced 2.1%
23,085 $0
Q2 2022

Jul 20, 2022

SELL
$365.86 - $456.8 $16,829 - $21,012
-46 Reduced 0.19%
23,581 $8.9 Million
Q1 2022

Apr 28, 2022

BUY
$416.25 - $477.71 $12,071 - $13,853
29 Added 0.12%
23,627 $10.7 Million
Q4 2021

Jan 25, 2022

SELL
$428.64 - $477.48 $238,752 - $265,956
-557 Reduced 2.31%
23,598 $11.2 Million
Q2 2021

Jul 15, 2021

SELL
$400.61 - $428.06 $128,195 - $136,979
-320 Reduced 1.31%
24,155 $10.3 Million
Q1 2021

Apr 14, 2021

SELL
$368.79 - $397.26 $9,957 - $10,726
-27 Reduced 0.11%
24,475 $9.7 Million
Q4 2020

Jan 29, 2021

SELL
$326.54 - $373.88 $201,801 - $231,057
-618 Reduced 2.46%
24,502 $9.16 Million
Q3 2020

Oct 14, 2020

SELL
$310.52 - $357.7 $75,766 - $87,278
-244 Reduced 0.96%
25,120 $8.41 Million
Q2 2020

Jul 24, 2020

SELL
$246.15 - $323.2 $243,196 - $319,321
-988 Reduced 3.75%
25,364 $7.82 Million
Q1 2020

May 04, 2020

SELL
$222.95 - $338.34 $95,422 - $144,809
-428 Reduced 1.6%
26,352 $6.79 Million
Q4 2019

Jan 27, 2020

SELL
$288.06 - $322.94 $627,682 - $703,686
-2,179 Reduced 7.52%
26,780 $8.62 Million
Q3 2019

Oct 16, 2019

SELL
$283.82 - $302.01 $407,849 - $433,988
-1,437 Reduced 4.73%
28,959 $8.59 Million
Q2 2019

Jul 24, 2019

SELL
$274.57 - $295.86 $659,242 - $710,359
-2,401 Reduced 7.32%
30,396 $8.91 Million
Q1 2019

May 06, 2019

SELL
$244.21 - $284.73 $594,407 - $693,032
-2,434 Reduced 6.91%
32,797 $9.26 Million
Q4 2018

Feb 07, 2019

SELL
$234.34 - $291.73 $347,291 - $432,343
-1,482 Reduced 4.04%
35,231 $8.81 Million
Q3 2018

Oct 29, 2018

SELL
$270.9 - $293.58 $407,162 - $441,250
-1,503 Reduced 3.93%
36,713 $10.7 Million
Q2 2018

Jul 26, 2018

SELL
$257.47 - $278.92 $1.09 Million - $1.18 Million
-4,232 Reduced 9.97%
38,216 $10.4 Million
Q1 2018

May 01, 2018

SELL
$257.63 - $286.58 $6.32 Million - $7.03 Million
-24,522 Reduced 36.62%
42,448 $11.2 Million
Q4 2017

Feb 02, 2018

SELL
$252.32 - $268.2 $1.3 Million - $1.38 Million
-5,141 Reduced 7.13%
66,970 $17.9 Million
Q3 2017

Oct 19, 2017

BUY
$242.71 - $251.23 $17.5 Million - $18.1 Million
72,111
72,111 $18.1 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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