Holistic Planning, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Holistic Planning, LLC
- $381 Billion
- Q3 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 8,023 shares of SPLG stock, worth $634,218. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,023
Previous 6,046
32.7%
Holding current value
$634,218
Previous $439 Million
43.01%
% of portfolio
0.17%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,560Shares Held
820MCall Options Held
1.05MPut Options Held
1.54M-
Betterment LLC New York, NY78.5MShares$6.21 Billion12.16% of portfolio
-
Uss Investment Management LTD66.4MShares$5.25 Billion25.81% of portfolio
-
Bank Of America Corp Charlotte, NC65.4MShares$5.17 Billion0.36% of portfolio
-
Jones Financial Companies Lllp51MShares$4.03 Billion2.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC48.5MShares$3.83 Billion1.19% of portfolio