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 $12.3 Million. This represents 6.53% of its overall portfolio holdings.

Number of Shares
182,597
Previous 29,810 512.54%
Holding current value
$12.3 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
681
Shares Held
93.5M
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
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