Fulcrum Equity Management Spdr Portfolio S&P 500 ETF (Ma Transaction History
Fulcrum Equity Management
- $115 Million
- Q3 2024
A detailed history of Fulcrum Equity Management transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Fulcrum Equity Management holds 27,235 shares of SPLG stock, worth $1.91 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
27,235
Previous 32,792
16.95%
Holding current value
$1.91 Million
Previous $2.1 Million
12.39%
% of portfolio
1.6%
Previous 1.95%
Shares
15 transactions
Others Institutions Holding SPLG
# of Institutions
1,143Shares Held
480MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.44 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.5 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.07 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$926 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$879 Million50.16% of portfolio