Investment Planning Advisors, Inc. Spdr Portfolio Transaction History

Investment Planning Advisors, Inc.

  • $202 Million
  • Q1 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 11,318 shares of SPMD stock, worth $565,220. This represents 0.29% of its overall portfolio holdings.

Number of Shares
11,318
Previous 68,498 83.48%
Holding current value
$565,220
Previous $3.75 Million 84.54%
% of portfolio
0.29%
Previous 1.88%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
731
Shares Held
208M
Call Options Held
2.1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
Track This Portfolio

Track Investment Planning Advisors, Inc. Portfolio

Follow Investment Planning Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email