A detailed history of Iht Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Iht Wealth Management, LLC holds 789,976 shares of SPLG stock, worth $55.1 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
789,976
Previous 813,211 2.86%
Holding current value
$55.1 Million
Previous $52 Million 2.47%
% of portfolio
1.55%
Previous 1.99%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$60.84 - $67.51 $1.41 Million - $1.57 Million
-23,235 Reduced 2.86%
789,976 $53.3 Million
Q2 2024

Aug 14, 2024

SELL
$58.24 - $64.51 $787,463 - $872,239
-13,521 Reduced 1.64%
813,211 $52 Million
Q1 2024

May 15, 2024

SELL
$54.97 - $61.53 $4.55 Million - $5.1 Million
-82,849 Reduced 9.11%
826,732 $50.9 Million
Q4 2023

Feb 14, 2024

BUY
$48.29 - $56.08 $197,361 - $229,198
4,087 Added 0.45%
909,581 $50.8 Million
Q3 2023

Nov 14, 2023

BUY
$50.09 - $53.81 $2.09 Million - $2.24 Million
41,638 Added 4.82%
905,494 $45.5 Million
Q2 2023

Aug 14, 2023

BUY
$47.56 - $52.11 $2.36 Million - $2.59 Million
49,659 Added 6.1%
863,856 $45 Million
Q1 2023

May 15, 2023

BUY
$44.61 - $48.99 $26.7 Million - $29.3 Million
598,387 Added 277.27%
814,197 $39.2 Million
Q4 2022

Feb 14, 2023

BUY
$41.93 - $47.9 $148,683 - $169,853
3,546 Added 1.67%
215,810 $9.71 Million
Q3 2022

Nov 22, 2022

BUY
$41.99 - $50.54 $455,087 - $547,752
10,838 Added 5.38%
212,264 $8.91 Million
Q2 2022

Aug 15, 2022

BUY
$43.16 - $53.73 $1.02 Million - $1.27 Million
23,698 Added 13.33%
201,426 $8.93 Million
Q1 2022

May 16, 2022

BUY
$48.98 - $56.19 $948,840 - $1.09 Million
19,372 Added 12.23%
177,728 $9.44 Million
Q4 2021

Feb 14, 2022

BUY
$50.43 - $56.16 $1.68 Million - $1.87 Million
33,373 Added 26.7%
158,356 $8.84 Million
Q3 2021

Nov 15, 2021

BUY
$49.95 - $53.29 $977,371 - $1.04 Million
19,567 Added 18.56%
124,983 $6.31 Million
Q2 2021

Aug 16, 2021

BUY
$47.08 - $50.33 $76,646 - $81,937
1,628 Added 1.57%
105,416 $5.31 Million
Q1 2021

May 18, 2021

SELL
$43.36 - $46.72 $2.49 Million - $2.68 Million
-57,403 Reduced 35.61%
103,788 $4.84 Million
Q4 2020

Feb 17, 2021

BUY
$38.37 - $43.96 $72,058 - $82,556
1,878 Added 1.18%
161,191 $7.09 Million
Q3 2020

Nov 19, 2020

BUY
$36.49 - $42.03 $5.03 Million - $5.79 Million
137,709 Added 637.42%
159,313 $6.27 Million
Q2 2020

Aug 14, 2020

BUY
$28.91 - $37.99 $50,476 - $66,330
1,746 Added 8.79%
21,604 $783,000
Q1 2020

May 13, 2020

BUY
$26.14 - $39.79 $375,161 - $571,066
14,352 Added 260.66%
19,858 $601,000
Q4 2019

Feb 18, 2020

BUY
$33.81 - $37.94 $186,157 - $208,897
5,506 New
5,506 $208,000

Others Institutions Holding SPLG

About SPDR PORTFOLIO S&P 500 ETF (MA


  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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