CENTER FOR FINANCIAL PLANNING, INC. – SPDR S&P 500 ETF Trust Transaction History
CENTER FOR FINANCIAL PLANNING, INC. portfolio value:
$4.17M
portfolio value
CENTER FOR FINANCIAL PLANNING, INC. quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +40.21% | 3.34K shares | 1.02M | $357.18 | 11.67K |
| Q2 2022 | share | Increase | +3.01% | 243 shares | -510K | $377.25 | 8.32K |
| Q1 2022 | share | Increase | +101.24% | 4.06K shares | 1.74M | $451.64 | 8.08K |
| Q4 2021 | share | Decrease | -7.74% | -337 shares | 39K | $476.16 | 4.01K |
| Q3 2021 | share | Increase | +0.18% | 8 shares | 8K | $429.14 | 4.35K |
| Q2 2021 | share | Decrease | -5.25% | -241 shares | 43K | $426.68 | 4.34K |
| Q1 2021 | share | Increase | +138.83% | 2.66K shares | 1.1M | $393.75 | 4.58K |
| Q4 2020 | share | Increase | +13.00% | 221 shares | 149K | $370.23 | 1.92K |
| Q3 2020 | share | Decrease | -6.49% | -118 shares | 8K | $330.21 | 1.7K |
| Q2 2020 | share | Decrease | -52.61% | -2.01K shares | -428K | $302.82 | 1.81K |
| Q1 2020 | share | Increase | +704.19% | 3.35K shares | 835K | $252 | 3.83K |
| Q4 2019 | share | Increase | 0.00% | 477 shares | 154K | $312.76 | 477 |