FINANCIAL PLANNING & INFORMATION SERVICES, INC. – SPDR Portfolio S&P 500 Growth ETF Transaction History
FINANCIAL PLANNING & INFORMATION SERVICES, INC. portfolio value:
$29.56M
portfolio value
FINANCIAL PLANNING & INFORMATION SERVICES, INC. quarter portfolio value change:
-4.17%
quarter
SPDR Portfolio S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.81% | 10.51K shares | -737K | $50.1 | 590.07K |
| Q2 2022 | share | Increase | +11.14% | 58.08K shares | -4.22M | $52.28 | 579.56K |
| Q1 2022 | share | Increase | +6.44% | 31.57K shares | -976K | $66.21 | 521.47K |
| Q4 2021 | share | Decrease | -9.84% | -53.46K shares | 716K | $72.84 | 489.90K |
| Q3 2021 | share | Increase | +10.35% | 50.97K shares | 3.78M | $64.02 | 543.36K |
| Q2 2021 | share | Increase | +2.74% | 13.14K shares | 3.97M | $62.87 | 492.39K |
| Q1 2021 | share | Increase | +14.31% | 59.99K shares | 3.84M | $56.21 | 479.24K |
| Q4 2020 | share | Decrease | -2.02% | -8.64K shares | 1.73M | $54.99 | 419.25K |
| Q3 2020 | share | Decrease | -13.77% | -68.32K shares | -848K | $49.72 | 427.89K |
| Q2 2020 | share | Decrease | -4.31% | -22.34K shares | 3.75M | $44.48 | 496.22K |
| Q1 2020 | share | Decrease | -2.30% | -12.18K shares | -3.71M | $35.29 | 518.56K |
| Q4 2019 | share | Increase | +1.28% | 6.68K shares | 1.86M | $41.2 | 530.75K |
| Q3 2019 | share | Increase | +10.80% | 51.07K shares | 2.06M | $38.09 | 524.06K |
| Q2 2019 | share | Increase | +21.85% | 84.81K shares | 3.87M | $37.79 | 472.99K |
| Q1 2019 | share | Increase | +27.66% | 84.10K shares | 4.56M | $36.17 | 388.18K |
| Q4 2018 | share | Increase | +46.04% | 95.85K shares | 1.92M | $31.49 | 304.08K |
| Q3 2018 | share | Increase | +111.64% | 109.83K shares | 4.50M | $36.89 | 208.22K |
| Q2 2018 | share | Increase | +39.16% | 27.68K shares | 1.08M | $33.76 | 98.38K |
| Q1 2018 | share | Increase | 0.00% | 70.70K shares | 2.37M | $32.11 | 70.70K |