Investment Planning Advisors, Inc. Spdr Index Shs Fds S Spdr Port Transaction History

Investment Planning Advisors, Inc.

$286 Million
Q4 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 42,274 shares of SPGM stock, worth $3.21 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

42,274

Previous 41,003 3.1%

Holding current value

$3.21 Million

Previous $3.07 Million 4.59%

% of portfolio

1.12%

Previous 1.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$73.54 - $77.36 $93,469 - $98,324	1,271 Added 3.1%	42,274 $3.21 Million
Q3 2025 Oct 21, 2025	BUY	$68.95 - $75.02 $2.42 Million - $2.63 Million	35,031 Added 586.59%	41,003 $3.07 Million
Q2 2025 Jul 21, 2025	SELL	$55.5 - $69.0 $5.07 Million - $6.31 Million	-91,414 Reduced 93.87%	5,972 $412,000
Q1 2025 Apr 22, 2025	BUY	$61.91 - $66.79 $4.5 Million - $4.85 Million	72,674 Added 294.08%	97,386 $6.08 Million
Q4 2024 Jan 22, 2025	BUY	$63.23 - $66.65 $1.2 Million - $1.26 Million	18,962 Added 329.77%	24,712 $1.57 Million

Q2 2024 Jul 22, 2024	BUY	$56.67 - $60.99 $325,852 - $350,692	5,750 New	5,750 $349 Million

Others Institutions Holding SPGM

# of Institutions

164

Shares Held

9.66M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

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.

Account

Investment Planning Advisors, Inc. Spdr Index Shs Fds S Spdr Port Transaction History