Evensky & Katz LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Evensky & Katz LLC

$1.54 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 26, 2024	SELL	$58.24 - $64.51 $14,909 - $16,514	-256 Reduced 58.05%	185 $12,000
Q1 2024 Apr 08, 2024	BUY	$54.97 - $61.53 $24,241 - $27,134	441 New	441 $27,000

Others Institutions Holding SPLG

# of Institutions

1,199

Shares Held

486M

Call Options Held

264K

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

$938 Million
0.18% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.2M
Shares

$867 Million
50.12% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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