FINANCIAL PLANNING & INFORMATION SERVICES, INC. – SPDR S&P 600 Small Cap Value ETF Transaction History
FINANCIAL PLANNING & INFORMATION SERVICES, INC. portfolio value:
$40.47M
portfolio value
FINANCIAL PLANNING & INFORMATION SERVICES, INC. quarter portfolio value change:
-7.28%
quarter
SPDR S&P 600 Small Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.53% | 20.58K shares | -1.68M | $67.14 | 602.86K |
| Q2 2022 | share | Increase | +7.96% | 42.94K shares | -2.78M | $72.41 | 582.28K |
| Q1 2022 | share | Increase | +6.33% | 32.09K shares | 1.96M | $83.33 | 539.34K |
| Q4 2021 | share | Decrease | -1.15% | -5.91K shares | 915K | $84.91 | 507.24K |
| Q3 2021 | share | Increase | +8.34% | 39.51K shares | 1.46M | $81.96 | 513.16K |
| Q2 2021 | share | Decrease | -6.08% | -30.67K shares | -753K | $85.43 | 473.64K |
| Q1 2021 | share | Decrease | -14.81% | -87.65K shares | 2.16M | $81.44 | 504.31K |
| Q4 2020 | share | Decrease | -6.90% | -43.84K shares | 7.33M | $65.47 | 591.96K |
| Q3 2020 | share | Decrease | -2.14% | -13.87K shares | -65K | $49.33 | 635.80K |
| Q2 2020 | share | Increase | +14.78% | 83.65K shares | 8.78M | $48.27 | 649.68K |
| Q1 2020 | share | Increase | +10.53% | 53.90K shares | -10.52M | $39.93 | 566.03K |
| Q4 2019 | share | Decrease | -1.91% | -9.98K shares | 1.66M | $63.75 | 512.12K |
| Q3 2019 | share | Increase | +11.20% | 52.6K shares | 3.49M | $59.12 | 522.11K |
| Q2 2019 | share | Increase | +18.99% | 74.93K shares | 4.69M | $58.31 | 469.51K |
| Q1 2019 | share | Increase | +48.36% | 128.61K shares | 9.47M | $57.68 | 394.57K |
| Q4 2018 | share | Increase | +188.40% | 173.74K shares | 8.01M | $51.3 | 265.96K |
| Q3 2018 | share | Increase | +411.61% | 74.19K shares | 5.09M | $64.62 | 92.22K |
| Q2 2018 | share | Increase | 0.00% | 18.02K shares | 1.20M | $62.94 | 18.02K |