Schwallier Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Schwallier Wealth Management LLC

$131 Billion
Q4 2024

A detailed history of Schwallier Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 26,265 shares of SPLG stock, worth $1.88 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

26,265

Previous 27,596 4.82%

Holding current value

$1.88 Million

Previous $1.86 Billion 2.81%

% of portfolio

1.38%

Previous 1.33%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$66.77 - $71.52 $88,870 - $95,193	-1,331 Reduced 4.82%	26,265 $1.81 Billion
Q3 2024 Nov 07, 2024	BUY	$60.84 - $67.51 $51,348 - $56,978	844 Added 3.15%	27,596 $1.86 Billion
Q2 2024 Aug 13, 2024	SELL	$58.24 - $64.51 $124,458 - $137,857	-2,137 Reduced 7.4%	26,752 $1.71 Billion
Q1 2024 May 14, 2024	SELL	$54.97 - $61.53 $171,891 - $192,404	-3,127 Reduced 9.77%	28,889 $1.78 Billion
Q4 2023 Feb 14, 2024	BUY	$48.29 - $56.08 $1.55 Million - $1.8 Million	32,016 New	32,016 $1.79 Billion

Others Institutions Holding SPLG

# of Institutions

1,391

Shares Held

644M

Call Options Held

939K

Put Options Held

863K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Account

Schwallier Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History