Brass Tax Wealth Management, Inc Spdr Portfolio S&P 500 ETF (Ma Transaction History

Brass Tax Wealth Management, Inc

$476 Billion
Q1 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 21,501 shares of SPLG stock, worth $1.61 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

21,501

Previous 21,814 1.43%

Holding current value

$1.61 Million

Previous $1.5 Billion 5.98%

% of portfolio

0.3%

Previous 0.32%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$64.88 - $72.1 $20,307 - $22,567	-313 Reduced 1.43%	21,501 $1.41 Billion
Q4 2024 Apr 29, 2025	SELL	$66.77 - $71.52 $36,122 - $38,692	-541 Reduced 2.42%	21,814 $1.5 Billion
Q3 2024 Apr 29, 2025	BUY	$60.84 - $67.51 $967,538 - $1.07 Million	15,903 Added 246.48%	22,355 $1.51 Billion
Q3 2024 Dec 12, 2024	SELL	$60.84 - $67.51 $1.45 Million - $1.6 Million	-23,771 Reduced 78.65%	6,452 $435,000
Q2 2024 Dec 12, 2024	BUY	$58.24 - $64.51 $1.76 Million - $1.95 Million	30,223 New	30,223 $1.93 Billion

Others Institutions Holding SPLG

# of Institutions

1,453

Shares Held

649M

Call Options Held

939K

Put Options Held

863K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Brass Tax Wealth Management, Inc Spdr Portfolio S&P 500 ETF (Ma Transaction History