Legacy Wealth Management, LLC / Ms Spdr Portfolio S&P 500 ETF (Ma Transaction History

Legacy Wealth Management, LLC / Ms

$306 Billion
Q1 2025

A detailed history of Legacy Wealth Management, LLC / Ms transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 144,816 shares of SPLG stock, worth $10 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares

144,816

Previous 128,207 12.95%

Holding current value

$10 Million

Previous $8.84 Billion 7.74%

% of portfolio

3.11%

Previous 3.51%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	BUY	$64.88 - $72.1 $1.08 Million - $1.2 Million	16,609 Added 12.95%	144,816 $9.52 Billion
Q4 2024 Jan 06, 2025	BUY	$66.77 - $71.52 $242,174 - $259,403	3,627 Added 2.91%	128,207 $8.84 Billion
Q3 2024 Dec 12, 2024	BUY	$60.84 - $67.51 $593,311 - $658,357	9,752 Added 8.49%	124,580 $8.41 Billion
Q2 2024 Dec 12, 2024	BUY	$58.24 - $64.51 $565,219 - $626,069	9,705 Added 9.23%	114,828 $7.35 Billion
Q1 2024 Dec 12, 2024	BUY	$54.97 - $61.53 $563,607 - $630,867	10,253 Added 10.81%	105,123 $6.47 Billion
Q4 2023 Dec 12, 2024	BUY	$48.29 - $56.08 $418,191 - $485,652	8,660 Added 10.05%	94,870 $5.3 Billion
Q3 2023 Dec 12, 2024	BUY	$50.09 - $53.81 $132,237 - $142,058	2,640 Added 3.16%	86,210 $4.33 Billion
Q1 2023 Dec 12, 2024	BUY	$44.61 - $48.99 $1,561 - $1,714	35 Added 0.04%	83,570 $4.02 Billion
Q4 2022 Dec 12, 2024	SELL	$41.93 - $47.9 $318,584 - $363,944	-7,598 Reduced 8.34%	83,535 $3.76 Billion
Q3 2022 Dec 12, 2024	BUY	$41.99 - $50.54 $1.57 Million - $1.89 Million	37,364 Added 69.49%	91,133 $3.83 Billion
Q2 2022 Dec 12, 2024	BUY	$43.16 - $53.73 $889,613 - $1.11 Million	20,612 Added 62.16%	53,769 $2.38 Billion
Q1 2022 Dec 12, 2024	BUY	$48.98 - $56.19 $1.62 Million - $1.86 Million	33,157 New	33,157 $1.76 Billion

Others Institutions Holding SPLG

# of Institutions

1,390

Shares Held

644M

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

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Legacy Wealth Management, LLC / Ms Spdr Portfolio S&P 500 ETF (Ma Transaction History