Family Wealth Group, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Family Wealth Group, LLC
- $96.6 Million
- Q2 2025
A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Family Wealth Group, LLC holds 26,084 shares of SPLG stock, worth $2 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
26,084
Previous 30,345
14.04%
Holding current value
$2 Million
Previous $2 Million
4.96%
% of portfolio
1.96%
Previous 3.14%
Shares
11 transactions
Others Institutions Holding SPLG
# of Institutions
1,483Shares Held
728MCall Options Held
1.37MPut Options Held
949K-
Betterment LLC New York, NY73.9MShares$5.68 Billion11.44% of portfolio
-
Bank Of America Corp Charlotte, NC59.4MShares$4.56 Billion0.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.7MShares$3.44 Billion1.15% of portfolio
-
Jones Financial Companies Lllp44.2MShares$3.4 Billion2.45% of portfolio
-
Uss Investment Management LTD41.6MShares$3.19 Billion19.64% of portfolio