Investment Planning Advisors, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History

Investment Planning Advisors, Inc.

$200 Million
Q4 2024

A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 296,223 shares of SPLG stock, worth $19.6 Million. This represents 10.22% of its overall portfolio holdings.

Number of Shares

296,223

Previous 369,935 19.93%

Holding current value

$19.6 Million

Previous $25 Million 18.23%

% of portfolio

10.22%

Previous 13.48%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	SELL	$66.77 - $71.52 $4.92 Million - $5.27 Million	-73,712 Reduced 19.93%	296,223 $20.4 Million
Q2 2024 Jul 22, 2024	BUY	$58.24 - $64.51 $21.5 Million - $23.9 Million	369,935 New	369,935 $23.7 Billion

Others Institutions Holding SPLG

# of Institutions

1,301

Shares Held

552M

Call Options Held

408K

Put Options Held

745K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

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Investment Planning Advisors, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History