Baystate Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Baystate Wealth Management LLC holds 322,274 shares of SPLG stock, worth $20.8 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
322,274
Previous 292,430
10.21%
Holding current value
$20.8 Million
Previous $14.7 Million
22.58%
% of portfolio
1.32%
Previous 1.21%
Shares
13 transactions
Others Institutions Holding SPLG
# of Institutions
1,093Shares Held
435MCall Options Held
169KPut Options Held
165K-
Betterment LLC New York, NY42.7MShares$2.76 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.08 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$1.85 Billion1.95% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.6MShares$877 Million50.45% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$728 Million0.06% of portfolio