Investment Planning Advisors, Inc. Spdr Index Shs Fds S Spdr Port Transaction History

Investment Planning Advisors, Inc.

$273 Million
Q3 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 41,003 shares of SPGM stock, worth $3.12 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

41,003

Previous 5,972 586.59%

Holding current value

$3.12 Million

Previous $412,000 645.39%

% of portfolio

1.12%

Previous 0.2%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$68.95 - $75.02 $2.42 Million - $2.63 Million	35,031 Added 586.59%	41,003 $3.07 Million
Q2 2025 Jul 21, 2025	SELL	$55.5 - $69.0 $5.07 Million - $6.31 Million	-91,414 Reduced 93.87%	5,972 $412,000
Q1 2025 Apr 22, 2025	BUY	$61.91 - $66.79 $4.5 Million - $4.85 Million	72,674 Added 294.08%	97,386 $6.08 Million
Q4 2024 Jan 22, 2025	BUY	$63.23 - $66.65 $1.2 Million - $1.26 Million	18,962 Added 329.77%	24,712 $1.57 Million
Q2 2024 Jul 22, 2024	BUY	$56.67 - $60.99 $325,852 - $350,692	5,750 New	5,750 $349 Million

Others Institutions Holding SPGM

# of Institutions

162

Shares Held

9.66M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
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Investment Planning Advisors, Inc. Spdr Index Shs Fds S Spdr Port Transaction History