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

Investment Planning Advisors, Inc.

  • $202 Million
  • Q1 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 97,386 shares of SPGM stock, worth $6.1 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
97,386
Previous 24,712 294.08%
Holding current value
$6.1 Million
Previous $1.57 Million 288.37%
% of portfolio
3.01%
Previous 0.78%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
143
Shares Held
10.2M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

SPGM Quotes by TradingView
  • Ticker SPGM
  • Sector ETFs
  • Industry ETFs
More about SPGM
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