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

Investment Planning Advisors, Inc.

$273 Million
Q3 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 517,140 shares of SPLG stock, worth $40.9 Million. This represents 14.83% of its overall portfolio holdings.

Number of Shares

517,140

Previous 400,023 29.28%

Holding current value

$40.9 Million

Previous $29.1 Million 39.33%

% of portfolio

14.83%

Previous 14.32%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$72.65 - $78.68 $8.51 Million - $9.21 Million	117,117 Added 29.28%	517,140 $40.5 Million
Q2 2025 Jul 21, 2025	BUY	$58.41 - $72.69 $1.76 Million - $2.19 Million	30,190 Added 8.16%	400,023 $29.1 Million
Q1 2025 Apr 22, 2025	BUY	$64.88 - $72.1 $4.78 Million - $5.31 Million	73,610 Added 24.85%	369,833 $24.3 Million
Q4 2024 Jan 22, 2025	SELL	$66.77 - $71.52 $4.92 Million - $5.27 Million	-73,712 Reduced 19.93%	296,223 $20.4 Million
Q2 2024 Jul 22, 2024	BUY	$58.24 - $64.51 $21.5 Million - $23.9 Million	369,935 New	369,935 $23.7 Billion

Others Institutions Holding SPLG

# of Institutions

1,562

Shares Held

820M

Call Options Held

1.05M

Put Options Held

1.54M

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

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