A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 481,778 shares of SPLG stock, worth $33.9 Million. This represents 7.78% of its overall portfolio holdings.

Number of Shares
481,778
Previous 499,187 3.49%
Holding current value
$33.9 Million
Previous $31.9 Billion 1.81%
% of portfolio
7.78%
Previous 8.29%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$60.84 - $67.51 $1.06 Million - $1.18 Million
-17,409 Reduced 3.49%
481,778 $32.5 Billion
Q2 2024

Aug 13, 2024

SELL
$58.24 - $64.51 $1.57 Million - $1.73 Million
-26,894 Reduced 5.11%
499,187 $31.9 Billion
Q1 2024

May 13, 2024

SELL
$54.97 - $61.53 $3.56 Million - $3.98 Million
-64,672 Reduced 10.95%
526,081 $32.4 Billion
Q4 2023

Feb 14, 2024

BUY
$48.29 - $56.08 $8.92 Million - $10.4 Million
184,715 Added 45.49%
590,753 $33 Billion
Q3 2023

Nov 14, 2023

BUY
$50.09 - $53.81 $3.01 Million - $3.24 Million
60,130 Added 17.38%
406,038 $20.4 Billion
Q2 2023

Aug 14, 2023

BUY
$47.56 - $52.11 $1.86 Million - $2.03 Million
39,027 Added 12.72%
345,908 $18 Billion
Q1 2023

May 16, 2023

BUY
$44.61 - $48.99 $4.71 Million - $5.17 Million
105,518 Added 52.4%
306,881 $14.8 Billion
Q4 2022

Feb 06, 2023

BUY
$41.93 - $47.9 $8.44 Million - $9.65 Million
201,363 New
201,363 $9.06 Billion

Others Institutions Holding SPLG

About SPDR PORTFOLIO S&P 500 ETF (MA


  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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