A detailed history of Sterling Financial Planning, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 2,712 shares of SPY stock, worth $1.57 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
2,712
Previous 2,720 0.29%
Holding current value
$1.57 Million
Previous $1.48 Million 5.14%
% of portfolio
0.59%
Previous 0.62%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$517.38 - $573.86 $4,139 - $4,590
-8 Reduced 0.29%
2,712 $1.56 Million
Q2 2024

Jul 30, 2024

BUY
$495.16 - $548.49 $12,874 - $14,260
26 Added 0.97%
2,720 $1.48 Million
Q1 2024

May 06, 2024

SELL
$467.28 - $523.17 $18,691 - $20,926
-40 Reduced 1.46%
2,694 $1.41 Million
Q4 2023

Jan 31, 2024

SELL
$410.68 - $476.69 $821 - $953
-2 Reduced 0.07%
2,734 $1.3 Million
Q3 2023

Nov 03, 2023

BUY
$425.88 - $457.79 $851 - $915
2 Added 0.07%
2,736 $1.17 Million
Q2 2023

Jul 28, 2023

BUY
$404.36 - $443.28 $3,234 - $3,546
8 Added 0.29%
2,734 $1.21 Million
Q1 2023

May 03, 2023

SELL
$379.5 - $416.78 $35,293 - $38,760
-93 Reduced 3.3%
2,726 $1.12 Million
Q4 2022

Feb 06, 2023

BUY
$357.63 - $407.42 $15,020 - $17,111
42 Added 1.51%
2,819 $1.08 Million
Q3 2022

Nov 01, 2022

SELL
$357.18 - $429.7 $3,571 - $4,297
-10 Reduced 0.36%
2,777 $992,000
Q2 2022

Jul 27, 2022

BUY
$365.86 - $456.8 $731 - $913
2 Added 0.07%
2,787 $1.05 Million
Q1 2022

May 10, 2022

BUY
$416.25 - $477.71 $1,248 - $1,433
3 Added 0.11%
2,785 $1.26 Million
Q4 2021

Feb 02, 2022

BUY
$428.64 - $477.48 $73,297 - $81,649
171 Added 6.55%
2,782 $1.32 Million
Q3 2021

Oct 28, 2021

BUY
$424.97 - $453.19 $3,399 - $3,625
8 Added 0.31%
2,611 $1.12 Million
Q2 2021

Aug 02, 2021

SELL
$400.61 - $428.06 $9,214 - $9,845
-23 Reduced 0.88%
2,603 $1.11 Million
Q1 2021

Apr 28, 2021

SELL
$368.79 - $397.26 $77,814 - $83,821
-211 Reduced 7.44%
2,626 $1.04 Million
Q4 2020

Feb 10, 2021

BUY
$326.54 - $373.88 $926,393 - $1.06 Million
2,837 New
2,837 $1.06 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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