FINANCIAL PLANNING & INFORMATION SERVICES, INC. – SPDR Portfolio S&P 500 Value ETF Transaction History
FINANCIAL PLANNING & INFORMATION SERVICES, INC. portfolio value:
$6.15M
portfolio value
FINANCIAL PLANNING & INFORMATION SERVICES, INC. quarter portfolio value change:
-6.33%
quarter
SPDR Portfolio S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.33% | 4.05K shares | -267K | $34.49 | 178.52K |
| Q2 2022 | share | Increase | +2.11% | 3.60K shares | -710K | $36.82 | 174.47K |
| Q1 2022 | share | Decrease | -1.65% | -2.86K shares | -163K | $41.75 | 170.86K |
| Q4 2021 | share | Increase | +2.19% | 3.72K shares | 667K | $42 | 173.73K |
| Q3 2021 | share | Increase | +5.42% | 8.73K shares | 253K | $39 | 170.01K |
| Q2 2021 | share | Decrease | -4.92% | -8.35K shares | -52K | $39.35 | 161.27K |
| Q1 2021 | share | Increase | +2.01% | 3.33K shares | 710K | $37.53 | 169.62K |
| Q4 2020 | share | Increase | +33.86% | 42.06K shares | 1.96M | $33.84 | 166.29K |
| Q3 2020 | share | Increase | +17.58% | 18.57K shares | 690K | $29.54 | 124.22K |
| Q2 2020 | share | Increase | +17.95% | 16.07K shares | 747K | $28.17 | 105.65K |
| Q1 2020 | share | Increase | +4.05% | 3.48K shares | -690K | $24.94 | 89.57K |
| Q4 2019 | share | Increase | +1.24% | 1.05K shares | 287K | $33.35 | 86.09K |
| Q3 2019 | share | Increase | +9.06% | 7.06K shares | 279K | $30.35 | 85.03K |
| Q2 2019 | share | Increase | +2.96% | 2.24K shares | 146K | $29.53 | 77.97K |
| Q1 2019 | share | Increase | +5.44% | 3.90K shares | 342K | $28.4 | 75.72K |
| Q4 2018 | share | Increase | +6.32% | 4.27K shares | -151K | $25.33 | 71.82K |
| Q3 2018 | share | Increase | +4.04% | 2.62K shares | 178K | $28.77 | 67.54K |
| Q2 2018 | share | Increase | +19.52% | 10.60K shares | 327K | $27.2 | 64.92K |
| Q1 2018 | share | Increase | 0.00% | 54.31K shares | 1.59M | $26.82 | 54.31K |