Stonehaven Wealth & Tax Solutions, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Stonehaven Wealth & Tax Solutions, LLC

$94.7 Billion
Q1 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 138,425 shares of SPLG stock, worth $9.91 Million. This represents 9.62% of its overall portfolio holdings.

Number of Shares

138,425

Previous 134,742 2.73%

Holding current value

$9.91 Million

Previous $9.29 Billion 2.01%

% of portfolio

9.62%

Previous 10.11%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$64.88 - $72.1 $238,953 - $265,544	3,683 Added 2.73%	138,425 $9.1 Billion
Q4 2024 Feb 13, 2025	BUY	$66.77 - $71.52 $9 Million - $9.64 Million	134,742 New	134,742 $9.29 Billion

Others Institutions Holding SPLG

# of Institutions

1,391

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

More about SPLG

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Stonehaven Wealth & Tax Solutions, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History