Investment Planning Advisors, Inc. Spdr Portfolio Transaction History

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 2024

A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 68,498 shares of SPMD stock, worth $3.5 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
68,498
Previous 69,907 2.02%
Holding current value
$3.5 Million
Previous $3.82 Million 1.99%
% of portfolio
1.88%
Previous 2.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$54.13 - $59.56 $76,269 - $83,920
-1,409 Reduced 2.02%
68,498 $3.75 Million
Q2 2024

Jul 22, 2024
BUY
$49.54 - $53.39 $3.46 Million - $3.73 Million
69,907 New
69,907 $3.59 Billion

Others Institutions Holding SPMD

# of Institutions
722
Shares Held
205M
Call Options Held
2.1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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