D. Scott Neal, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History

D. Scott Neal, Inc.

$188 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 25, 2019	SELL	N/A	-9,054 Closed	0 $0
Q1 2019 Apr 11, 2019	BUY	N/A	158 Added 1.78%	9,054 $301,000
Q3 2018 Nov 13, 2018	BUY	N/A	8,896 New	8,896 $303,000

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

$3.46 Billion
7.97% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6M
Shares

$2.51 Billion
1.1% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.08 Billion
1.98% of portfolio
Invesco Ltd. Atlanta, GA

13.2M
Shares

$931 Million
0.18% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.5M
Shares

$884 Million
50.16% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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