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

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$44.61 - $48.99 $35,286 - $38,751	791 New	791 $38,000

Others Institutions Holding SPLG

# of Institutions

1,143

Shares Held

480M

Call Options Held

259K

Put Options Held

171K

Betterment LLC New York, NY

49.1M
Shares

$3.44 Billion
7.97% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6M
Shares

$2.5 Billion
1.1% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.07 Billion
1.98% of portfolio
Invesco Ltd. Atlanta, GA

13.2M
Shares

$926 Million
0.18% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.5M
Shares

$879 Million
50.16% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

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