Brass Tax Wealth Management, Inc Spdr Portfolio S&P 500 ETF (Ma Transaction History

Brass Tax Wealth Management, Inc

$519 Billion
Q2 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 20,471 shares of SPLG stock, worth $1.53 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

20,471

Previous 21,501 4.79%

Holding current value

$1.53 Million

Previous $1.41 Billion 5.24%

% of portfolio

0.29%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$58.41 - $72.69 $60,162 - $74,870	-1,030 Reduced 4.79%	20,471 $1.49 Billion
Q1 2025 Apr 29, 2025	SELL	$64.88 - $72.1 $20,307 - $22,567	-313 Reduced 1.43%	21,501 $1.41 Billion
Q4 2024 Apr 29, 2025	SELL	$66.77 - $71.52 $36,122 - $38,692	-541 Reduced 2.42%	21,814 $1.5 Billion
Q3 2024 Apr 29, 2025	BUY	$60.84 - $67.51 $967,538 - $1.07 Million	15,903 Added 246.48%	22,355 $1.51 Billion
Q3 2024 Dec 12, 2024	SELL	$60.84 - $67.51 $1.45 Million - $1.6 Million	-23,771 Reduced 78.65%	6,452 $435,000
Q2 2024 Dec 12, 2024	BUY	$58.24 - $64.51 $1.76 Million - $1.95 Million	30,223 New	30,223 $1.93 Billion

Others Institutions Holding SPLG

# of Institutions

1,453

Shares Held

649M

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 Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.

Account

Brass Tax Wealth Management, Inc Spdr Portfolio S&P 500 ETF (Ma Transaction History