Family Wealth Group, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Family Wealth Group, LLC holds 37,717 shares of SPLG stock, worth $2.64 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares
37,717
Previous 44,374 15.0%
Holding current value
$2.64 Million
Previous $2.84 Million 10.32%
% of portfolio
2.74%
Previous 3.07%

Shares

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

Nov 14, 2024
SELL
$60.84 - $67.51 $405,011 - $449,414
-6,657 Reduced 15.0%
37,717 $2.55 Million
Q2 2024

Aug 14, 2024
SELL
$58.24 - $64.51 $69,713 - $77,218
-1,197 Reduced 2.63%
44,374 $2.84 Million
Q1 2024

Aug 14, 2024
SELL
$54.97 - $61.53 $458,065 - $512,729
-8,333 Reduced 15.46%
45,571 $2.8 Million
Q4 2023

Feb 14, 2024
BUY
$48.29 - $56.08 $2.6 Million - $3.02 Million
53,904 New
53,904 $3.01 Million

Others Institutions Holding SPLG

# of Institutions
1,149
Shares Held
478M
Call Options Held
259K
Put Options Held
171K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email