Vertex Planning Partners, LLC Spdr Portfolio Transaction History

Vertex Planning Partners, LLC

$521 Billion
Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 159,939 shares of SPYG stock, worth $16.8 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares

159,939

Previous 157,049 1.84%

Holding current value

$16.8 Million

Previous $15 Billion 11.66%

% of portfolio

3.21%

Previous 3.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 18, 2025	BUY	$94.33 - $105.31 $272,613 - $304,345	2,890 Added 1.84%	159,939 $16.7 Billion
Q2 2025 Aug 13, 2025	BUY	$71.83 - $95.32 $20,040 - $26,594	279 Added 0.18%	157,049 $15 Billion
Q1 2025 May 14, 2025	BUY	$80.05 - $92.39 $283,136 - $326,783	3,537 Added 2.31%	156,770 $12.6 Billion
Q4 2024 Feb 12, 2025	SELL	$81.74 - $91.38 $6.26 Million - $6.99 Million	-76,543 Reduced 33.31%	153,233 $13.5 Billion
Q3 2024 Nov 07, 2024	BUY	$73.38 - $84.1 $198,859 - $227,910	2,710 Added 1.19%	229,776 $19.1 Billion

Q2 2024 Aug 13, 2024	BUY	$68.71 - $80.95 $189,708 - $223,502	2,761 Added 1.23%	227,066 $18.2 Billion
Q1 2024 May 13, 2024	SELL	$63.12 - $73.73 $580,135 - $677,652	-9,191 Reduced 3.94%	224,305 $16.4 Billion
Q4 2023 Feb 14, 2024	BUY	$57.02 - $65.3 $12.6 Million - $14.4 Million	220,117 Added 1645.24%	233,496 $15.2 Billion
Q3 2023 Nov 14, 2023	BUY	$58.97 - $62.89 $788,959 - $841,405	13,379 New	13,379 $793 Million

Others Institutions Holding SPYG

# of Institutions

1,391

Shares Held

337M

Call Options Held

247K

Put Options Held

165K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Vertex Planning Partners, LLC Spdr Portfolio Transaction History