Swp Financial LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Swp Financial LLC

$164 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$54.97 - $61.53 $76,848 - $86,018	-1,398 Reduced 27.04%	3,773 $232 Million
Q4 2023 Mar 08, 2024	BUY	$48.29 - $56.08 $249,707 - $289,989	5,171 New	5,171 $289 Million

Others Institutions Holding SPLG

# of Institutions

1,149

Shares Held

478M

Call Options Held

259K

Put Options Held

171K

Betterment LLC New York, NY

49.1M
Shares

$3.44 Billion
7.97% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6M
Shares

$2.49 Billion
1.1% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.06 Billion
1.98% of portfolio
Invesco Ltd. Atlanta, GA

13.2M
Shares

$925 Million
0.18% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.5M
Shares

$878 Million
50.16% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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