Investment Planning Advisors, Inc. historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 8 quarters from 2024-06-30 to 2026-06-30, Investment Planning Advisors, Inc. opened 77 positions, added to 239, reduced 139 and sold out of 52.
- Q2 2026: Stock SPYM; Country of operation United States; Class STATE STREET SPD; Shares before 578,203.
- Q2 2026: Stock SPGM; Country of operation —; Class STATE STREET SPD; Shares before 68,752.
- Q2 2026: Stock XOP; Country of operation —; Class STATE STREET SPD; Shares before 28,402.
- Q2 2026: Stock SPTM; Country of operation —; Class STATE STREET SPD; Shares before 49,062.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2024049), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-21); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | SPYM
SPDR SERIES TRUST | United States | STATE STREET SPD | 578,203 | 0 | -578,203 | $44,255,642 | $0 | -$44,255,642 | 2026-07-23 |
|---|
| Q2 2026 | SPGM
SPDR INDEX SHS FDS | | STATE STREET SPD | 68,752 | 0 | -68,752 | $5,205,224 | $0 | -$5,205,224 | 2026-07-23 |
|---|
| Q2 2026 | XOP
SPDR SERIES TRUST | | STATE STREET SPD | 28,402 | 0 | -28,402 | $5,164,345 | $0 | -$5,164,345 | 2026-07-23 |
|---|
| Q2 2026 | SPTM
SPDR SERIES TRUST | | STATE STREET SPD | 49,062 | 0 | -49,062 | $3,878,875 | $0 | -$3,878,875 | 2026-07-23 |
|---|
| Q2 2026 | CGGR
CAPITAL GROUP GROWTH ETF | | SHS CREATION UNI | 70,747 | 0 | -70,747 | $2,843,322 | $0 | -$2,843,322 | 2026-07-23 |
|---|
| Q2 2026 | CGUS
CAPITAL GROUP CORE EQUITY ET | | SHS CREATION UNI | 36,626 | 0 | -36,626 | $1,407,155 | $0 | -$1,407,155 | 2026-07-23 |
|---|
| Q2 2026 | BINC
BLACKROCK ETF TRUST II | | ISHARES FLEXIBLE | 18,502 | 0 | -18,502 | $960,787 | $0 | -$960,787 | 2026-07-23 |
|---|
| Q2 2026 | CGGO
CAPITAL GROUP GBL GROWTH EQT | | SHS CREATION UNI | 20,270 | 0 | -20,270 | $676,418 | $0 | -$676,418 | 2026-07-23 |
|---|
| Q2 2026 | SPMD
SPDR SERIES TRUST | | STATE STREET SPD | 10,724 | 0 | -10,724 | $635,047 | $0 | -$635,047 | 2026-07-23 |
|---|
| Q2 2026 | SPSM
SPDR SERIES TRUST | | STATE STREET SPD | 13,073 | 0 | -13,073 | $631,705 | $0 | -$631,705 | 2026-07-23 |
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| Q2 2026 | XLV
SELECT SECTOR SPDR TR | | STATE STREET HEA | 3,093 | 0 | -3,093 | $453,423 | $0 | -$453,423 | 2026-07-23 |
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| Q2 2026 | CGXU
CAPITAL GROUP INTL FOCUS EQT | | SHS CREATION UNI | 14,719 | 0 | -14,719 | $434,063 | $0 | -$434,063 | 2026-07-23 |
|---|
| Q2 2026 | SRLN
SSGA ACTIVE ETF TR | | STATE STREET BLA | 9,860 | 0 | -9,860 | $395,780 | $0 | -$395,780 | 2026-07-23 |
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| Q2 2026 | XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 2,545 | 0 | -2,545 | $338,262 | $0 | -$338,262 | 2026-07-23 |
|---|
| Q2 2026 | SPAB
SPDR SERIES TRUST | | STATE STREET SPD | 12,462 | 0 | -12,462 | $319,276 | $0 | -$319,276 | 2026-07-23 |
|---|
| Q2 2026 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 1,906 | 0 | -1,906 | $282,279 | $0 | -$282,279 | 2026-07-23 |
|---|
| Q2 2026 | TFI
SPDR SERIES TRUST | | STATE STREET SPD | 6,075 | 0 | -6,075 | $275,441 | $0 | -$275,441 | 2026-07-23 |
|---|
| Q2 2026 | HELO
J P MORGAN EXCHANGE TRADED F | | HEDGED EQUITY LA | 4,094 | 0 | -4,094 | $261,665 | $0 | -$261,665 | 2026-07-23 |
|---|
| Q2 2026 | LGLV
SPDR SERIES TRUST | | STATE STREET SPD | 1,300 | 0 | -1,300 | $231,530 | $0 | -$231,530 | 2026-07-23 |
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| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE | 3,520 | 0 | -3,520 | $215,637 | $0 | -$215,637 | 2026-07-23 |
|---|
| Q1 2026 | SPGM
SPDR INDEX SHS FDS | | PORTFLI MSCI GBL | 42,274 | 0 | -42,274 | $3,242,811 | $0 | -$3,242,811 | 2026-04-23 |
|---|
| Q1 2026 | TLT
ISHARES TR | | 20 YR TR BD ETF | 3,485 | 0 | -3,485 | $303,719 | $0 | -$303,719 | 2026-04-23 |
|---|
| Q1 2026 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 10,456 | 0 | -10,456 | $286,805 | $0 | -$286,805 | 2026-04-23 |
|---|
| Q1 2026 | SCHO
SCHWAB STRATEGIC TR | | SHT TM US TRES | 9,746 | 0 | -9,746 | $237,510 | $0 | -$237,510 | 2026-04-23 |
|---|
| Q4 2025 | SPYM
SPDR SERIES TRUST | United States | PORTFOLIO S&P500 | 517,140 | 0 | -517,140 | $40,512,762 | $0 | -$40,512,762 | 2026-01-20 |
|---|
| Q4 2025 | SPTM
SPDR SERIES TRUST | | PORTFOLI S&P1500 | 45,897 | 0 | -45,897 | $3,701,620 | $0 | -$3,701,620 | 2026-01-20 |
|---|
| Q4 2025 | JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 35,412 | 0 | -35,412 | $2,021,998 | $0 | -$2,021,998 | 2026-01-20 |
|---|
| Q4 2025 | ETW
EATON VANCE TAX-MANAGED GLOB | | COM | 98,984 | 0 | -98,984 | $895,805 | $0 | -$895,805 | 2026-01-20 |
|---|
| Q4 2025 | SPMD
SPDR SERIES TRUST | | PORTFOLIO S&P400 | 11,106 | 0 | -11,106 | $635,128 | $0 | -$635,128 | 2026-01-20 |
|---|
| Q4 2025 | SPSM
SPDR SERIES TRUST | | PORTFOLIO S&P600 | 12,627 | 0 | -12,627 | $584,887 | $0 | -$584,887 | 2026-01-20 |
|---|
| Q4 2025 | SRLN
SSGA ACTIVE ETF TR | | BLACKSTONE SENR | 9,033 | 0 | -9,033 | $375,592 | $0 | -$375,592 | 2026-01-20 |
|---|
| Q4 2025 | TFI
SPDR SERIES TRUST | | NUVEEN ICE MUNIC | 7,302 | 0 | -7,302 | $332,752 | $0 | -$332,752 | 2026-01-20 |
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| Q4 2025 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 2,326 | 0 | -2,326 | $323,667 | $0 | -$323,667 | 2026-01-20 |
|---|
| Q4 2025 | SPAB
SPDR SERIES TRUST | | PORTFOLIO AGRGTE | 11,792 | 0 | -11,792 | $304,823 | $0 | -$304,823 | 2026-01-20 |
|---|
| Q4 2025 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 979 | 0 | -979 | $276,023 | $0 | -$276,023 | 2026-01-20 |
|---|
| Q4 2025 | LGLV
SPDR SERIES TRUST | | SSGA US LRG ETF | 1,300 | 0 | -1,300 | $231,608 | $0 | -$231,608 | 2026-01-20 |
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| Q4 2025 | USRT
ISHARES TR | | CRE U S REIT ETF | 3,462 | 0 | -3,462 | $203,304 | $0 | -$203,304 | 2026-01-20 |
|---|
| Q3 2025 | ETV
EATON VANCE TAX-MANAGED BUY- | | COM | 20,925 | 0 | -20,925 | $290,230 | $0 | -$290,230 | 2025-10-21 |
|---|
| Q3 2025 | SCHM
SCHWAB STRATEGIC TR | | US MID-CAP ETF | 8,061 | 0 | -8,061 | $226,099 | $0 | -$226,099 | 2025-10-21 |
|---|
| Q2 2025 | QQQM
INVESCO EXCH TRADED FD TR II | | NASDAQ 100 ETF | 65,270 | 0 | -65,270 | $12,598,439 | $0 | -$12,598,439 | 2025-07-21 |
|---|
| Q2 2025 | GPIX
GOLDMAN SACHS ETF TR | | S&P 500 CORE PRE | 23,065 | 0 | -23,065 | $1,075,060 | $0 | -$1,075,060 | 2025-07-21 |
|---|
| Q2 2025 | ICSH
ISHARES TR | | ULTRA SHORT-TERM | 10,800 | 0 | -10,800 | $547,560 | $0 | -$547,560 | 2025-07-21 |
|---|
| Q2 2025 | TFI
SPDR SER TR | | NUVEEN BLMBRG MU | 9,459 | 0 | -9,459 | $426,295 | $0 | -$426,295 | 2025-07-21 |
|---|
| Q2 2025 | CGXU
CAPITAL GROUP INTL FOCUS EQT | | SHS CREATION UNI | 16,709 | 0 | -16,709 | $409,036 | $0 | -$409,036 | 2025-07-21 |
|---|
| Q1 2025 | DFAS
DIMENSIONAL ETF TRUST | | US SMALL CAP ETF | 69,100 | 0 | -69,100 | $4,497,055 | $0 | -$4,497,055 | 2025-04-23 |
|---|
| Q1 2025 | SPAB
SPDR SER TR | | PORTFOLIO AGRGTE | 10,026 | 0 | -10,026 | $250,550 | $0 | -$250,550 | 2025-04-23 |
|---|
| Q1 2025 | SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 7,925 | 0 | -7,925 | $220,862 | $0 | -$220,862 | 2025-04-23 |
|---|
| Q4 2024 | BINC
BLACKROCK ETF TRUST II | | FLEXIBLE INCOME | 119,130 | 0 | -119,130 | $6,218,610 | $0 | -$6,218,610 | 2025-01-22 |
|---|
| Q4 2024 | JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT INC | 107,954 | 0 | -107,954 | $5,448,441 | $0 | -$5,448,441 | 2025-01-22 |
|---|
| Q4 2024 | ICSH
ISHARES TR | | BLACKROCK ULTRA | 11,420 | 0 | -11,420 | $577,053 | $0 | -$577,053 | 2025-01-22 |
|---|
| Q4 2024 | JQUA
J P MORGAN EXCHANGE TRADED F | | US QUALTY FCTR | 8,636 | 0 | -8,636 | $457,260 | $0 | -$457,260 | 2025-01-22 |
|---|
| Q4 2024 | SCHP
SCHWAB STRATEGIC TR | | US TIPS ETF | 7,118 | 0 | -7,118 | $370,207 | $0 | -$370,207 | 2025-01-22 |
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