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

Investment Planning Advisors, Inc.

  • $203 Million
  • Q2 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 5,972 shares of SPGM stock, worth $424,430. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,972
Previous 97,386 93.87%
Holding current value
$424,430
Previous $6.08 Million 93.22%
% of portfolio
0.2%
Previous 3.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
150
Shares Held
8.42M
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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