Investment Planning Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 2024

A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 182,597 shares of SPTM stock, worth $13.3 Million. This represents 6.53% of its overall portfolio holdings.

Number of Shares
182,597
Previous 29,810 512.54%
Holding current value
$13.3 Million
Previous $2.09 Million 524.62%
% of portfolio
6.53%
Previous 1.13%

Shares

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

Jan 22, 2025
BUY
$69.3 - $74.3 $10.6 Million - $11.4 Million
152,787 Added 512.54%
182,597 $13 Million
Q2 2024

Jul 22, 2024
BUY
$60.69 - $66.83 $1.81 Million - $1.99 Million
29,810 New
29,810 $1.98 Billion

Others Institutions Holding SPTM

# of Institutions
675
Shares Held
93.6M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Investment Planning Advisors, Inc. Portfolio

Follow Investment Planning Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email