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

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 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 $327,472. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,876
Previous 4,875 0.02%
Holding current value
$327,472
Previous $312,000 5.45%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
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
1,123
Shares Held
446M
Call Options Held
169K
Put Options Held
155K
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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