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

Castle Wealth Management LLC

$189 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	BUY	$43.16 - $53.73 $86 - $107	2 New	2 $0

Others Institutions Holding SPLG

# of Institutions

1,149

Shares Held

478M

Call Options Held

259K

Put Options Held

171K

Betterment LLC New York, NY

49.1M
Shares

$3.48 Billion
7.97% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6M
Shares

$2.53 Billion
1.1% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.09 Billion
1.98% of portfolio
Invesco Ltd. Atlanta, GA

13.2M
Shares

$937 Million
0.18% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.5M
Shares

$890 Million
50.16% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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