Holistic Planning, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Holistic Planning, LLC

$349 Billion
Q2 2025

A detailed history of Holistic Planning, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Holistic Planning, LLC holds 6,046 shares of SPLG stock, worth $453,208. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,046

Holding current value

$453,208

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$58.41 - $72.69 $353,146 - $439,483	6,046 New	6,046 $439 Million

Others Institutions Holding SPLG

# of Institutions

1,453

Shares Held

649M

Call Options Held

939K

Put Options Held

863K

Betterment LLC New York, NY

64.9M
Shares

$4.86 Billion
10.12% of portfolio
Lpl Financial LLC Fort Mill, SC

42M
Shares

$3.15 Billion
1.12% of portfolio
Bank Of America Corp Charlotte, NC

31.5M
Shares

$2.36 Billion
0.17% of portfolio
Creative Planning Overland Park, KS

31.1M
Shares

$2.33 Billion
1.95% of portfolio
Jones Financial Companies Lllp

31.1M
Shares

$2.33 Billion
1.84% of portfolio

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

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Holistic Planning, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History