Ever Source Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 14,996 shares of SPLG stock, worth $1.05 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,996
Previous 23,381 35.86%
Holding current value
$1.05 Million
Previous $1.5 Million 32.35%
% of portfolio
0.07%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$60.84 - $67.51 $510,143 - $566,071
-8,385 Reduced 35.86%
14,996 $1.01 Million
Q2 2024

Aug 13, 2024
BUY
$58.24 - $64.51 $731,086 - $809,794
12,553 Added 115.93%
23,381 $1.5 Million
Q1 2024

Jun 11, 2024
SELL
$54.97 - $61.53 $71,625 - $80,173
-1,303 Reduced 10.74%
10,828 $666,000
Q4 2023

Feb 09, 2024
BUY
$48.29 - $56.08 $366,907 - $426,095
7,598 Added 167.62%
12,131 $678,000
Q3 2023

Nov 03, 2023
SELL
$50.09 - $53.81 $118,312 - $127,099
-2,362 Reduced 34.26%
4,533 $227,000
Q2 2023

Aug 04, 2023
SELL
$47.56 - $52.11 $7,466 - $8,181
-157 Reduced 2.23%
6,895 $359,000
Q1 2023

May 11, 2023
BUY
$44.61 - $48.99 $52,639 - $57,808
1,180 Added 20.1%
7,052 $339,000
Q4 2022

Feb 09, 2023
BUY
$41.93 - $47.9 $46,626 - $53,264
1,112 Added 23.36%
5,872 $264,000
Q3 2022

Nov 07, 2022
BUY
$41.99 - $50.54 $170,731 - $205,495
4,066 Added 585.88%
4,760 $199,000
Q2 2022

Aug 01, 2022
BUY
$43.16 - $53.73 $1,122 - $1,396
26 Added 3.89%
694 $31,000
Q1 2022

May 25, 2022
BUY
$48.98 - $56.19 $11,020 - $12,642
225 Added 50.79%
668 $35,000
Q4 2021

Feb 07, 2022
BUY
$50.43 - $56.16 $22,340 - $24,878
443 New
443 $25,000

Others Institutions Holding SPLG

# of Institutions
1,143
Shares Held
480M
Call Options Held
259K
Put Options Held
171K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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