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

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 27,737 shares of SPLG stock, worth $1.94 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

27,737

Previous 16,039 72.93%

Holding current value

$1.94 Million

Previous $1.03 Million 82.46%

% of portfolio

0.16%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$60.84 - $67.51 $711,706 - $789,731	11,698 Added 72.93%	27,737 $1.87 Million
Q2 2024 Aug 01, 2024	BUY	$58.24 - $64.51 $34,012 - $37,673	584 Added 3.78%	16,039 $1.03 Million
Q1 2024 Aug 14, 2024	SELL	$54.97 - $61.53 $32,102 - $35,933	-584 Reduced 3.64%	15,455 $950,000
Q1 2024 Apr 26, 2024	BUY	$54.97 - $61.53 $350,268 - $392,069	6,372 Added 70.15%	15,455 $950,000
Q4 2023 Jan 29, 2024	BUY	$48.29 - $56.08 $62,342 - $72,399	1,291 Added 16.57%	9,083 $507,000
Q3 2023 Oct 23, 2023	BUY	$50.09 - $53.81 $128,781 - $138,345	2,571 Added 49.24%	7,792 $391,000
Q2 2023 Aug 10, 2023	SELL	$47.56 - $52.11 $712,353 - $780,503	-14,978 Reduced 74.15%	5,221 $272,000
Q1 2023 May 08, 2023	BUY	$44.61 - $48.99 $179,644 - $197,282	4,027 Added 24.9%	20,199 $972,000
Q4 2022 Jan 12, 2023	BUY	$41.93 - $47.9 $678,091 - $774,638	16,172 New	16,172 $0

Others Institutions Holding SPLG

# of Institutions

1,149

Shares Held

478M

Call Options Held

259K

Put Options Held

171K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Yhb Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yhb Investment Advisors, Inc. with notifications on news.

Account

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