A detailed history of Forthright Family Wealth Advisory LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 694,925 shares of SPLG stock, worth $48.7 Million. This represents 28.66% of its overall portfolio holdings.

Number of Shares
694,925
Previous 708,568 1.93%
Holding current value
$48.7 Million
Previous $43.6 Billion 2.01%
% of portfolio
28.66%
Previous 29.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$58.24 - $64.51 $794,568 - $880,109
-13,643 Reduced 1.93%
694,925 $44.5 Billion
Q1 2024

Apr 29, 2024

BUY
$54.97 - $61.53 $1.78 Million - $2 Million
32,441 Added 4.8%
708,568 $43.6 Billion
Q4 2023

Feb 28, 2024

BUY
$48.29 - $56.08 $32.7 Million - $37.9 Million
676,127 New
676,127 $37.8 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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