Bernardo Wealth Planning LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Bernardo Wealth Planning LLC

  • $461 Million
  • Q2 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 4,958 shares of SPLG stock, worth $385,385. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,958
Previous 4,950 0.16%
Holding current value
$385,385
Previous $326,000 10.43%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$58.41 - $72.69 $467 - $581
8 Added 0.16%
4,958 $360,000
Q1 2025

Apr 22, 2025
BUY
$64.88 - $72.1 $1,816 - $2,018
28 Added 0.57%
4,950 $325,000
Q4 2024

Jan 16, 2025
BUY
$66.77 - $71.52 $56,821 - $60,863
851 Added 20.9%
4,922 $339,000
Q3 2024

Oct 18, 2024
BUY
$60.84 - $67.51 $790 - $877
13 Added 0.32%
4,071 $279,000
Q2 2024

Jul 10, 2024
BUY
$58.24 - $64.51 $28,945 - $32,061
497 Added 13.96%
4,058 $259,000
Q1 2024

May 07, 2024
BUY
$54.97 - $61.53 $195,748 - $219,108
3,561 New
3,561 $219,000

Others Institutions Holding SPLG

# of Institutions
1,488
Shares Held
731M
Call Options Held
1.37M
Put Options Held
949K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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