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

Brown Wealth Management, LLC

$248 Billion
Q2 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

1,128

Shares Held

444M

Call Options Held

169K

Put Options Held

155K

Betterment LLC New York, NY

42.7M
Shares

$2.97 Billion
7.08% of portfolio
Lpl Financial LLC Fort Mill, SC

32.1M
Shares

$2.23 Billion
1.05% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.05 Billion
1.98% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.5M
Shares

$872 Million
50.16% of portfolio
Envestnet Asset Management Inc

11.3M
Shares

$785 Million
0.25% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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