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

Yhb Investment Advisors, Inc.

$1.17 Billion
Q1 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 38,172 shares of SPLG stock, worth $2.37 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

38,172

Previous 27,000 41.38%

Holding current value

$2.37 Million

Previous $1.86 Million 34.87%

% of portfolio

0.22%

Previous 0.16%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$64.88 - $72.1 $724,839 - $805,501	11,172 Added 41.38%	38,172 $2.51 Million
Q4 2024 Jan 22, 2025	SELL	$66.77 - $71.52 $49,209 - $52,710	-737 Reduced 2.66%	27,000 $1.86 Million
Q3 2024 Oct 22, 2024	BUY	$60.84 - $67.51 $711,706 - $789,731	11,698 Added 72.93%	27,737 $1.87 Million
Q2 2024 Aug 01, 2024	BUY	$58.24 - $64.51 $34,012 - $37,673	584 Added 3.78%	16,039 $1.03 Million
Q1 2024 Aug 14, 2024	SELL	$54.97 - $61.53 $32,102 - $35,933	-584 Reduced 3.64%	15,455 $950,000
Q1 2024 Apr 26, 2024	BUY	$54.97 - $61.53 $350,268 - $392,069	6,372 Added 70.15%	15,455 $950,000
Q4 2023 Jan 29, 2024	BUY	$48.29 - $56.08 $62,342 - $72,399	1,291 Added 16.57%	9,083 $507,000
Q3 2023 Oct 23, 2023	BUY	$50.09 - $53.81 $128,781 - $138,345	2,571 Added 49.24%	7,792 $391,000
Q2 2023 Aug 10, 2023	SELL	$47.56 - $52.11 $712,353 - $780,503	-14,978 Reduced 74.15%	5,221 $272,000
Q1 2023 May 08, 2023	BUY	$44.61 - $48.99 $179,644 - $197,282	4,027 Added 24.9%	20,199 $972,000
Q4 2022 Jan 12, 2023	BUY	$41.93 - $47.9 $678,091 - $774,638	16,172 New	16,172 $0

Others Institutions Holding SPLG

# of Institutions

1,325

Shares Held

553M

Call Options Held

410K

Put Options Held

745K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

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