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

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 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 71,469 shares of SPEM stock, worth $2.73 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

71,469

Previous 71,544 0.1%

Holding current value

$2.73 Million

Previous $2.7 Million 9.46%

% of portfolio

0.25%

Previous 0.24%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$36.02 - $41.68 $2,701 - $3,126	-75 Reduced 0.1%	71,469 $2.95 Million
Q2 2024 Aug 01, 2024	SELL	$35.3 - $38.79 $33,923 - $37,277	-961 Reduced 1.33%	71,544 $2.7 Million
Q1 2024 Aug 14, 2024	BUY	$33.69 - $36.47 $32,376 - $35,047	961 Added 1.34%	72,505 $2.62 Million
Q1 2024 Apr 26, 2024	BUY	$33.69 - $36.47 $228,350 - $247,193	6,778 Added 10.31%	72,505 $2.62 Million
Q4 2023 Jan 29, 2024	SELL	$32.26 - $35.46 $182,688 - $200,809	-5,663 Reduced 7.93%	65,727 $2.33 Million
Q3 2023 Oct 23, 2023	BUY	$33.36 - $36.37 $284,227 - $309,872	8,520 Added 13.55%	71,390 $2.4 Million
Q2 2023 Aug 10, 2023	BUY	$33.2 - $35.75 $1.44 Million - $1.55 Million	43,270 Added 220.77%	62,870 $2.16 Million
Q1 2023 May 08, 2023	BUY	$32.49 - $36.44 $18,909 - $21,208	582 Added 3.06%	19,600 $668,000
Q4 2022 Jan 12, 2023	SELL	$30.18 - $34.51 $17,262 - $19,739	-572 Reduced 2.92%	19,018 $0
Q3 2022 Nov 03, 2022	SELL	$31.04 - $35.55 $104,760 - $119,981	-3,375 Reduced 14.7%	19,590 $608,000
Q2 2022 Jul 14, 2022	SELL	$33.85 - $40.03 $575 - $680	-17 Reduced 0.07%	22,965 $798,000
Q1 2022 Apr 14, 2022	BUY	$35.69 - $43.02 $3,604 - $4,345	101 Added 0.44%	22,982 $888,000
Q4 2021 Jan 18, 2022	SELL	$40.07 - $44.51 $32,416 - $36,008	-809 Reduced 3.41%	22,881 $949,000
Q3 2021 Oct 28, 2021	BUY	$41.44 - $45.27 $26,936 - $29,425	650 Added 2.82%	23,690 $1.01 Million
Q2 2021 Jul 15, 2021	BUY	$42.87 - $46.35 $80,166 - $86,674	1,870 Added 8.83%	23,040 $1.05 Million
Q1 2021 Apr 22, 2021	BUY	$42.41 - $47.37 $71,715 - $80,102	1,691 Added 8.68%	21,170 $940,000
Q4 2020 Jan 21, 2021	BUY	$36.44 - $42.49 $29,953 - $34,926	822 Added 4.41%	19,479 $821,000
Q3 2020 Nov 02, 2020	BUY	$33.84 - $37.9 $631,352 - $707,100	18,657 New	18,657 $682,000

Others Institutions Holding SPEM

# of Institutions

813

Shares Held

195M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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