Heritage Family Offices, LLP Spdr Portfolio S&P 500 ETF (Ma Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Heritage Family Offices, LLP holds 33,567 shares of SPLG stock, worth $2.37 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
33,567
Previous 35,410
5.2%
Holding current value
$2.37 Million
Previous $2.27 Billion
0.01%
% of portfolio
1.17%
Previous 1.26%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,145Shares Held
479MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.47 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.52 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.08 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$934 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$887 Million50.16% of portfolio