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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

BUY
$58.41 - $72.69 $39,076 - $48,629
669 Added 13.21%
5,735 $417 Million
Q1 2025

Apr 22, 2025

BUY
$64.88 - $72.1 $40,744 - $45,278
628 Added 14.15%
5,066 $333 Million
Q4 2024

Jan 31, 2025

BUY
$66.77 - $71.52 $296,325 - $317,405
4,438 New
4,438 $306 Million

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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