Cahill Financial Advisors Inc Spdr Portfolio S&P 500 ETF (Ma Transaction History

Cahill Financial Advisors Inc

$717 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$54.97 - $61.53 $209,105 - $234,060	3,804 New	3,804 $234,000
Q4 2022 Feb 14, 2023	SELL	$41.93 - $47.9 $25,158 - $28,740	-600 Reduced 9.08%	6,011 $270,000
Q3 2022 Nov 14, 2022	SELL	$41.99 - $50.54 $174,090 - $209,538	-4,146 Reduced 38.54%	6,611 $278,000
Q2 2022 Aug 08, 2022	SELL	$43.16 - $53.73 $368,413 - $458,639	-8,536 Reduced 44.24%	10,757 $0
Q1 2022 May 12, 2022	SELL	$48.98 - $56.19 $365,782 - $419,626	-7,468 Reduced 27.91%	19,293 $1.03 Million
Q4 2021 Feb 11, 2022	SELL	$50.43 - $56.16 $71,005 - $79,073	-1,408 Reduced 5.0%	26,761 $1.49 Million
Q3 2021 Nov 16, 2021	SELL	$49.95 - $53.29 $234,065 - $249,716	-4,686 Reduced 14.26%	28,169 $1.42 Million
Q2 2021 Aug 16, 2021	BUY	$47.08 - $50.33 $462,984 - $494,945	9,834 Added 42.72%	32,855 $1.65 Million
Q1 2021 May 17, 2021	BUY	$43.36 - $46.72 $998,190 - $1.08 Million	23,021 New	23,021 $1.07 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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