Heartwood Wealth Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Heartwood Wealth Advisors LLC

$879 Million
Q4 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 4,876 shares of SPLG stock, worth $326,253. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,876

Previous 4,876 -0.0%

Holding current value

$326,253

Previous $329,000 2.13%

% of portfolio

0.04%

Previous 0.04%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 07, 2024	BUY	$60.84 - $67.51 $60 - $67	1 Added 0.02%	4,876 $329,000
Q1 2023 Apr 14, 2023	SELL	$44.61 - $48.99 $708,451 - $778,010	-15,881 Reduced 76.51%	4,875 $234,000
Q4 2022 Jan 12, 2023	BUY	$41.93 - $47.9 $870,299 - $994,212	20,756 New	20,756 $0

Others Institutions Holding SPLG

# of Institutions

1,304

Shares Held

553M

Call Options Held

408K

Put Options Held

745K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

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Heartwood Wealth Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History