Yhb Investment Advisors, Inc. Spdr Portfolio Transaction History

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 42,613 shares of SPYG stock, worth $3.86 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

42,613

Previous 36,656 16.25%

Holding current value

$3.86 Million

Previous $3.04 Million 23.19%

% of portfolio

0.31%

Previous 0.26%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$81.74 - $91.38 $486,925 - $544,350	5,957 Added 16.25%	42,613 $3.75 Million
Q3 2024 Oct 22, 2024	BUY	$73.38 - $84.1 $88,349 - $101,256	1,204 Added 3.4%	36,656 $3.04 Million
Q2 2024 Aug 01, 2024	BUY	$68.71 - $80.95 $82,864 - $97,625	1,206 Added 3.52%	35,452 $2.84 Million
Q1 2024 Aug 14, 2024	SELL	$63.12 - $73.73 $76,122 - $88,918	-1,206 Reduced 3.4%	34,246 $2.51 Million
Q1 2024 Apr 26, 2024	SELL	$63.12 - $73.73 $108,187 - $126,373	-1,714 Reduced 4.77%	34,246 $2.51 Million
Q4 2023 Jan 29, 2024	SELL	$57.02 - $65.3 $66,200 - $75,813	-1,161 Reduced 3.13%	35,960 $2.34 Million
Q3 2023 Oct 23, 2023	BUY	$58.97 - $62.89 $66,400 - $70,814	1,126 Added 3.13%	37,121 $2.2 Million
Q2 2023 Aug 10, 2023	SELL	$54.76 - $61.01 $84,494 - $94,138	-1,543 Reduced 4.11%	35,995 $2.2 Million
Q1 2023 May 08, 2023	SELL	$49.61 - $55.36 $35,471 - $39,582	-715 Reduced 1.87%	37,538 $2.08 Million
Q4 2022 Jan 12, 2023	BUY	$49.14 - $55.07 $18,427 - $20,651	375 Added 0.99%	38,253 $0
Q3 2022 Nov 03, 2022	BUY	$50.1 - $61.86 $56,863 - $70,211	1,135 Added 3.09%	37,878 $1.9 Million
Q2 2022 Jul 14, 2022	SELL	$50.47 - $67.39 $51,428 - $68,670	-1,019 Reduced 2.7%	36,743 $1.92 Million
Q1 2022 Apr 14, 2022	BUY	$59.17 - $73.03 $152,836 - $188,636	2,583 Added 7.34%	37,762 $2.5 Million
Q4 2021 Jan 18, 2022	BUY	$63.39 - $73.48 $297,362 - $344,694	4,691 Added 15.39%	35,179 $2.55 Million
Q3 2021 Oct 28, 2021	BUY	$63.23 - $68.45 $107,996 - $116,912	1,708 Added 5.93%	30,488 $1.95 Million
Q2 2021 Jul 15, 2021	BUY	$57.17 - $63.06 $63,801 - $70,374	1,116 Added 4.03%	28,780 $1.81 Million
Q1 2021 Apr 22, 2021	BUY	$53.23 - $58.3 $76,331 - $83,602	1,434 Added 5.47%	27,664 $1.68 Million
Q4 2020 Jan 21, 2021	BUY	$48.59 - $55.29 $57,433 - $65,352	1,182 Added 4.72%	26,230 $1.45 Million
Q3 2020 Nov 02, 2020	BUY	$45.36 - $54.05 $1.14 Million - $1.35 Million	25,048 New	25,048 $1.26 Million

Others Institutions Holding SPYG

# of Institutions

1,164

Shares Held

293M

Call Options Held

416K

Put Options Held

207K

View Full List

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Yhb Investment Advisors, Inc. Spdr Portfolio Transaction History