Badgley Phelps Wealth Managers, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Badgley Phelps Wealth Managers, LLC
- $3.76 Billion
- Q1 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 980,077 shares of SPLG stock, worth $62.7 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
980,077
Previous 950,608
3.1%
Holding current value
$62.7 Million
Previous $53.1 Million
13.49%
% of portfolio
1.6%
Previous 1.47%
Shares
5 transactions
Others Institutions Holding SPLG
# of Institutions
1,017Shares Held
389MCall Options Held
243KPut Options Held
286K-
Betterment LLC New York, NY33.6MShares$2.15 Billion5.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.7MShares$1.9 Billion1.0% of portfolio
-
Creative Planning Overland Park, KS27.6MShares$1.76 Billion1.88% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.2MShares$843 Million58.41% of portfolio
-
Jpmorgan Chase & CO New York, NY10.3MShares$658 Million0.06% of portfolio