Investment Planning Advisors, Inc. Spdr Portfolio Transaction History

Investment Planning Advisors, Inc.

  • $286 Million
  • Q4 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 10,757 shares of SPMD stock, worth $605,296. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,757
Previous 11,106 3.14%
Holding current value
$605,296
Previous $635,000 4.72%
% of portfolio
0.21%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$55.44 - $58.05 $19,348 - $20,259
-349 Reduced 3.14%
10,757 $605,000
Q3 2025

Oct 21, 2025
SELL
$54.43 - $58.29 $4,517 - $4,838
-83 Reduced 0.74%
11,106 $635,000
Q2 2025

Jul 21, 2025
SELL
$44.89 - $54.38 $5,790 - $7,015
-129 Reduced 1.14%
11,189 $608,000
Q1 2025

Apr 22, 2025
SELL
$50.21 - $57.73 $2.87 Million - $3.3 Million
-57,180 Reduced 83.48%
11,318 $579,000
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
807
Shares Held
231M
Call Options Held
0
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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