Yhb Investment Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 137,951 shares of SPDW stock, worth $4.92 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

137,951

Previous 136,475 1.08%

Holding current value

$4.92 Million

Previous $5.13 Million 8.15%

% of portfolio

0.39%

Previous 0.43%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$34.13 - $37.35 $50,375 - $55,128	1,476 Added 1.08%	137,951 $4.71 Million
Q3 2024 Oct 22, 2024	SELL	$33.74 - $37.96 $43,524 - $48,968	-1,290 Reduced 0.94%	136,475 $5.13 Million
Q2 2024 Aug 01, 2024	SELL	$34.2 - $36.64 $8,686 - $9,306	-254 Reduced 0.18%	137,765 $4.83 Million
Q1 2024 Aug 14, 2024	BUY	$32.85 - $35.9 $8,343 - $9,118	254 Added 0.18%	138,019 $4.95 Million
Q1 2024 Apr 26, 2024	BUY	$32.85 - $35.9 $436,313 - $476,823	13,282 Added 10.65%	138,019 $4.95 Million
Q4 2023 Jan 29, 2024	SELL	$29.46 - $34.07 $305,942 - $353,816	-10,385 Reduced 7.69%	124,737 $4.24 Million
Q3 2023 Oct 23, 2023	BUY	$30.88 - $33.58 $530,055 - $576,400	17,165 Added 14.55%	135,122 $4.19 Million
Q2 2023 Aug 10, 2023	BUY	$31.7 - $33.66 $2.66 Million - $2.83 Million	83,993 Added 247.3%	117,957 $3.84 Million
Q1 2023 May 08, 2023	SELL	$29.83 - $32.71 $9,694 - $10,630	-325 Reduced 0.95%	33,964 $1.09 Million
Q4 2022 Jan 12, 2023	BUY	$25.7 - $31.02 $44,049 - $53,168	1,714 Added 5.26%	34,289 $0
Q3 2022 Nov 03, 2022	SELL	$25.67 - $30.93 $158,409 - $190,869	-6,171 Reduced 15.93%	32,575 $840,000
Q2 2022 Jul 14, 2022	BUY	$28.57 - $34.74 $15,399 - $18,724	539 Added 1.41%	38,746 $1.12 Million
Q1 2022 Apr 14, 2022	SELL	$31.42 - $36.91 $19,794 - $23,253	-630 Reduced 1.62%	38,207 $1.31 Million
Q4 2021 Jan 18, 2022	SELL	$35.28 - $37.98 $94,444 - $101,672	-2,677 Reduced 6.45%	38,837 $1.42 Million
Q3 2021 Oct 28, 2021	BUY	$35.68 - $38.17 $41,995 - $44,926	1,177 Added 2.92%	41,514 $1.5 Million
Q2 2021 Jul 15, 2021	BUY	$35.87 - $38.34 $84,330 - $90,137	2,351 Added 6.19%	40,337 $1.48 Million
Q1 2021 Apr 22, 2021	BUY	$33.6 - $35.9 $76,137 - $81,349	2,266 Added 6.34%	37,986 $1.41 Million
Q4 2020 Jan 21, 2021	SELL	$28.3 - $34.03 $28,413 - $34,166	-1,004 Reduced 2.73%	35,720 $1.21 Million
Q3 2020 Nov 02, 2020	BUY	$27.73 - $30.19 $1.02 Million - $1.11 Million	36,724 New	36,724 $1.08 Million

Others Institutions Holding SPDW

# of Institutions

956

Shares Held

489M

Call Options Held

500

Put Options Held

200

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About SPDR SER TR FDS SPDR PORTFOLIO

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Yhb Investment Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History