Brown Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Brown Wealth Management, LLC

$277 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$47.56 - $52.11 $327,022 - $358,308	6,876 New	6,876 $358 Million

Others Institutions Holding SPLG

# of Institutions

1,145

Shares Held

479M

Call Options Held

259K

Put Options Held

171K

Betterment LLC New York, NY

49.1M
Shares

$3.44 Billion
7.97% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6M
Shares

$2.5 Billion
1.1% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.07 Billion
1.98% of portfolio
Invesco Ltd. Atlanta, GA

13.2M
Shares

$926 Million
0.18% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.5M
Shares

$879 Million
50.16% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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