Ownership history in Essential Planning, LLC. · 6 quarters on record
This page tracks every 13F SEC filing in which Essential Planning, LLC. reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 10,143 | +2,885 | +39.7% | 2.21% | $6.9M | $681.92 |
| 2025 Q3 | ADDED | 7,258 | +2,626 | +56.7% | 1.66% | $4.8M | $664.22 |
| 2025 Q2 | ADDED | 4,632 | +1,430 | +44.7% | 1.07% | $2.9M | $614.33 |
| 2025 Q1 | REDUCED | 3,202 | -70,635 | -95.7% | 0.72% | $1.8M | $554.56 |
As of 2025 Q4 — sorted by position size