Joel Adams & Associates, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History
Joel Adams & Associates, Inc.
- $113 Billion
- Q2 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 5,735 shares of SPLG stock, worth $429,895. This represents 0.37% of its overall portfolio holdings.
Number of Shares
5,735
Previous 5,066
13.21%
Holding current value
$429,895
Previous $333 Million
25.13%
% of portfolio
0.37%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,453Shares Held
649MCall Options Held
939KPut Options Held
863K-
Betterment LLC New York, NY64.9MShares$4.86 Billion10.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC42MShares$3.15 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC31.5MShares$2.36 Billion0.17% of portfolio
-
Creative Planning Overland Park, KS31.1MShares$2.33 Billion1.95% of portfolio
-
Jones Financial Companies Lllp31.1MShares$2.33 Billion1.84% of portfolio