Twin Peaks Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Twin Peaks Wealth Advisors, LLC

$217 Billion
Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 13,341 shares of SPLG stock, worth $919,061. This represents 0.42% of its overall portfolio holdings.

Number of Shares

13,341

Previous 14,031 4.92%

Holding current value

$919,061

Previous $898 Million 0.29%

% of portfolio

0.42%

Previous 0.45%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$60.84 - $67.51 $41,979 - $46,581	-690 Reduced 4.92%	13,341 $901 Million
Q2 2024 Jul 31, 2024	SELL	$58.24 - $64.51 $190,444 - $210,947	-3,270 Reduced 18.9%	14,031 $898 Million
Q1 2024 Apr 23, 2024	BUY	$54.97 - $61.53 $321,409 - $359,765	5,847 Added 51.05%	17,301 $1.06 Billion
Q4 2023 Jan 17, 2024	BUY	$48.29 - $56.08 $553,113 - $642,340	11,454 New	11,454 $640 Million

Others Institutions Holding SPLG

# of Institutions

1,144

Shares Held

479M

Call Options Held

259K

Put Options Held

171K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

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Twin Peaks Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History