Axiom Investment Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Axiom Investment Management LLC

$38.4 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Mar 16, 2021	SELL	$34.66 - $35.37 $163,248 - $166,592	-4,710 Closed	0 $0
Q1 2019 Mar 16, 2021	BUY	N/A	4,710 New	4,710 $157,000

Others Institutions Holding SPLG

# of Institutions

1,144

Shares Held

479M

Call Options Held

259K

Put Options Held

171K

Betterment LLC New York, NY

49.1M
Shares

$3.38 Billion
7.97% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6M
Shares

$2.45 Billion
1.1% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.03 Billion
1.98% of portfolio
Invesco Ltd. Atlanta, GA

13.2M
Shares

$910 Million
0.18% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.5M
Shares

$864 Million
50.16% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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