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

Investments & Financial Planning, LLC

  • $158 Million
  • Q3 2024

A detailed history of Investments & Financial Planning, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 12,678 shares of SPLG stock, worth $881,247. This represents 0.54% of its overall portfolio holdings.

Number of Shares
12,678
Previous 13,820 8.26%
Holding current value
$881,247
Previous $884,000 3.28%
% of portfolio
0.54%
Previous 0.59%

Shares

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

Oct 15, 2024
SELL
$60.84 - $67.51 $69,479 - $77,096
-1,142 Reduced 8.26%
12,678 $855,000
Q2 2024

Jul 18, 2024
SELL
$58.24 - $64.51 $46,941 - $51,995
-806 Reduced 5.51%
13,820 $884,000
Q1 2024

May 03, 2024
SELL
$54.97 - $61.53 $31,882 - $35,687
-580 Reduced 3.81%
14,626 $899,000
Q4 2023

Jan 18, 2024
SELL
$48.29 - $56.08 $166,021 - $192,803
-3,438 Reduced 18.44%
15,206 $850,000
Q3 2023

Oct 18, 2023
SELL
$50.09 - $53.81 $50,140 - $53,863
-1,001 Reduced 5.1%
18,644 $937,000
Q2 2023

Jul 18, 2023
SELL
$47.56 - $52.11 $2,187 - $2,397
-46 Reduced 0.23%
19,645 $1.02 Million
Q1 2023

May 02, 2023
SELL
$44.61 - $48.99 $45,502 - $49,969
-1,020 Reduced 4.92%
19,691 $948,000
Q4 2022

Feb 28, 2023
SELL
$41.93 - $47.9 $16,520 - $18,872
-394 Reduced 1.87%
20,711 $931,000
Q2 2022

Aug 11, 2022
SELL
$43.16 - $53.73 $107,554 - $133,895
-2,492 Reduced 10.56%
21,105 $936,000
Q1 2022

May 09, 2022
BUY
$48.98 - $56.19 $10,530 - $12,080
215 Added 0.92%
23,597 $1.25 Million
Q4 2021

Feb 11, 2022
BUY
$50.43 - $56.16 $1.18 Million - $1.31 Million
23,382 New
23,382 $1.24 Million

Others Institutions Holding SPLG

# of Institutions
1,126
Shares Held
444M
Call Options Held
169K
Put Options Held
155K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
Track This Portfolio

Track Investments & Financial Planning, LLC Portfolio

Follow Investments & Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investments & Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investments & Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email