A detailed history of Fiduciary Planning LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Fiduciary Planning LLC holds 12,593 shares of SPLG stock, worth $814,011. This represents 0.39% of its overall portfolio holdings.

Number of Shares
12,593
Previous 12,659 0.52%
Holding current value
$814,011
Previous $778,000 3.47%
% of portfolio
0.39%
Previous 0.37%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$58.24 - $64.51 $3,843 - $4,257
-66 Reduced 0.52%
12,593 $805,000
Q1 2024

Apr 29, 2024

SELL
$54.97 - $61.53 $4,892 - $5,476
-89 Reduced 0.7%
12,659 $778,000
Q4 2023

Jan 25, 2024

SELL
$48.29 - $56.08 $4.06 Million - $4.72 Million
-84,140 Reduced 86.84%
12,748 $712,000
Q3 2023

Oct 26, 2023

SELL
$50.09 - $53.81 $2.8 Million - $3.01 Million
-55,935 Reduced 36.6%
96,888 $4.87 Million
Q2 2023

Aug 03, 2023

SELL
$47.56 - $52.11 $1.53 Million - $1.68 Million
-32,175 Reduced 17.39%
152,823 $7.96 Million
Q1 2023

May 01, 2023

BUY
$44.61 - $48.99 $200,120 - $219,769
4,486 Added 2.49%
184,998 $8.91 Million
Q4 2022

Feb 06, 2023

BUY
$43.91 - $47.9 $355,187 - $387,463
8,089 Added 4.69%
180,512 $8.12 Million
Q3 2022

Nov 14, 2022

BUY
N/A
4,439 Added 2.64%
172,423 $7.24 Million
Q2 2022

Sep 30, 2022

SELL
N/A
-22,625 Reduced 11.87%
167,984 $7.45 Million
Q1 2022

May 11, 2022

BUY
N/A
2,855 Added 1.52%
190,609 $10.1 Million
Q4 2021

Feb 08, 2022

BUY
N/A
11,381 Added 6.45%
187,754 $10.5 Million
Q3 2021

Nov 09, 2021

BUY
N/A
95,738 Added 118.73%
176,373 $8.9 Million
Q2 2021

Aug 06, 2021

BUY
N/A
80,635 New
80,635 $4.06 Million

Others Institutions Holding SPLG

About SPDR PORTFOLIO S&P 500 ETF (MA


  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
Track This Portfolio

Track Fiduciary Planning LLC Portfolio

Follow Fiduciary Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.