Vertex Planning Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 19,776 shares of SPY stock, worth $13.2 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares
19,776
Previous 20,335 2.75%
Holding current value
$13.2 Million
Previous $12.6 Billion 4.86%
% of portfolio
2.53%
Previous 2.62%

Shares

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

Nov 18, 2025
SELL
$617.65 - $666.84 $345,266 - $372,763
-559 Reduced 2.75%
19,776 $13.2 Billion
Q2 2025

Aug 13, 2025
SELL
$496.48 - $617.85 $1.04 Million - $1.3 Million
-2,103 Reduced 9.37%
20,335 $12.6 Billion
Q1 2025

May 14, 2025
SELL
$551.42 - $612.93 $815,550 - $906,523
-1,479 Reduced 6.18%
22,438 $12.6 Billion
Q4 2024

Feb 12, 2025
SELL
$567.81 - $607.81 $8.14 Million - $8.71 Million
-14,331 Reduced 37.47%
23,917 $14 Billion
Q3 2024

Nov 07, 2024
SELL
$517.38 - $573.86 $1.37 Million - $1.52 Million
-2,656 Reduced 6.49%
38,248 $21.9 Billion
Q2 2024

Aug 13, 2024
BUY
$495.16 - $548.49 $2.55 Million - $2.83 Million
5,155 Added 14.42%
40,904 $22.3 Billion
Q1 2024

May 13, 2024
SELL
$467.28 - $523.17 $159,809 - $178,924
-342 Reduced 0.95%
35,749 $18.7 Billion
Q4 2023

Feb 14, 2024
BUY
$410.68 - $476.69 $1.47 Million - $1.71 Million
3,591 Added 11.05%
36,091 $17.2 Billion
Q3 2023

Nov 14, 2023
BUY
$425.88 - $457.79 $517,870 - $556,672
1,216 Added 3.89%
32,500 $13.9 Billion
Q2 2023

Aug 14, 2023
BUY
$404.36 - $443.28 $942,967 - $1.03 Million
2,332 Added 8.05%
31,284 $13.9 Billion
Q1 2023

May 16, 2023
BUY
$379.5 - $416.78 $1.01 Million - $1.11 Million
2,656 Added 10.1%
28,952 $11.9 Billion
Q4 2022

Feb 06, 2023
BUY
$357.63 - $407.42 $9.4 Million - $10.7 Million
26,296 New
26,296 $10.1 Billion

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
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