Yhb Investment Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Yhb Investment Advisors, Inc.

  • $1.2 Billion
  • Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 137,951 shares of SPDW stock, worth $5.07 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
137,951
Previous 136,475 1.08%
Holding current value
$5.07 Million
Previous $5.13 Million 8.15%
% of portfolio
0.39%
Previous 0.43%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$34.13 - $37.35 $50,375 - $55,128
1,476 Added 1.08%
137,951 $4.71 Million
Q3 2024

Oct 22, 2024
SELL
$33.74 - $37.96 $43,524 - $48,968
-1,290 Reduced 0.94%
136,475 $5.13 Million
Q2 2024

Aug 01, 2024
SELL
$34.2 - $36.64 $8,686 - $9,306
-254 Reduced 0.18%
137,765 $4.83 Million
Q1 2024

Aug 14, 2024
BUY
$32.85 - $35.9 $8,343 - $9,118
254 Added 0.18%
138,019 $4.95 Million
Q1 2024

Apr 26, 2024
BUY
$32.85 - $35.9 $436,313 - $476,823
13,282 Added 10.65%
138,019 $4.95 Million
Q4 2023

Jan 29, 2024
SELL
$29.46 - $34.07 $305,942 - $353,816
-10,385 Reduced 7.69%
124,737 $4.24 Million
Q3 2023

Oct 23, 2023
BUY
$30.88 - $33.58 $530,055 - $576,400
17,165 Added 14.55%
135,122 $4.19 Million
Q2 2023

Aug 10, 2023
BUY
$31.7 - $33.66 $2.66 Million - $2.83 Million
83,993 Added 247.3%
117,957 $3.84 Million
Q1 2023

May 08, 2023
SELL
$29.83 - $32.71 $9,694 - $10,630
-325 Reduced 0.95%
33,964 $1.09 Million
Q4 2022

Jan 12, 2023
BUY
$25.7 - $31.02 $44,049 - $53,168
1,714 Added 5.26%
34,289 $0
Q3 2022

Nov 03, 2022
SELL
$25.67 - $30.93 $158,409 - $190,869
-6,171 Reduced 15.93%
32,575 $840,000
Q2 2022

Jul 14, 2022
BUY
$28.57 - $34.74 $15,399 - $18,724
539 Added 1.41%
38,746 $1.12 Million
Q1 2022

Apr 14, 2022
SELL
$31.42 - $36.91 $19,794 - $23,253
-630 Reduced 1.62%
38,207 $1.31 Million
Q4 2021

Jan 18, 2022
SELL
$35.28 - $37.98 $94,444 - $101,672
-2,677 Reduced 6.45%
38,837 $1.42 Million
Q3 2021

Oct 28, 2021
BUY
$35.68 - $38.17 $41,995 - $44,926
1,177 Added 2.92%
41,514 $1.5 Million
Q2 2021

Jul 15, 2021
BUY
$35.87 - $38.34 $84,330 - $90,137
2,351 Added 6.19%
40,337 $1.48 Million
Q1 2021

Apr 22, 2021
BUY
$33.6 - $35.9 $76,137 - $81,349
2,266 Added 6.34%
37,986 $1.41 Million
Q4 2020

Jan 21, 2021
SELL
$28.3 - $34.03 $28,413 - $34,166
-1,004 Reduced 2.73%
35,720 $1.21 Million
Q3 2020

Nov 02, 2020
BUY
$27.73 - $30.19 $1.02 Million - $1.11 Million
36,724 New
36,724 $1.08 Million

Others Institutions Holding SPDW

# of Institutions
1,043
Shares Held
536M
Call Options Held
2.4K
Put Options Held
2.1K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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

Track Yhb Investment Advisors, Inc. Portfolio

Follow Yhb Investment 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 Yhb Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email