Comprehensive Financial Consultants Institutional, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$291 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$48.98 - $56.19 $195 - $224	-4 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$50.43 - $56.16 $201 - $224	4 New	4 $0

Others Institutions Holding SPLG

# of Institutions

1,517

Shares Held

761M

Call Options Held

1.37M

Put Options Held

949K

Betterment LLC New York, NY

73.9M
Shares

$5.9 Billion
11.44% of portfolio
Bank Of America Corp Charlotte, NC

59.4M
Shares

$4.75 Billion
0.32% of portfolio
Jones Financial Companies Lllp

51M
Shares

$4.07 Billion
2.74% of portfolio
Lpl Financial LLC Fort Mill, SC

44.7M
Shares

$3.57 Billion
1.15% of portfolio
Uss Investment Management LTD

41.6M
Shares

$3.32 Billion
19.64% of portfolio

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About SPDR PORTFOLIO S&P 500 ETF (MA

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