Investment Planning Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Investment Planning Advisors, Inc.

  • $203 Million
  • Q2 2025

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 41,241 shares of SPTM stock, worth $3.36 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
41,241
Previous 176,319 76.61%
Holding current value
$3.36 Million
Previous $12 Million 74.25%
% of portfolio
1.52%
Previous 5.93%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$60.34 - $74.89 $8.15 Million - $10.1 Million
-135,078 Reduced 76.61%
41,241 $3.09 Million
Q1 2025

Apr 22, 2025
SELL
$67.03 - $74.61 $420,814 - $468,401
-6,278 Reduced 3.44%
176,319 $12 Million
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
724
Shares Held
94.8M
Call Options Held
24.2K
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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