Joel Adams & Associates, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History
Joel Adams & Associates, Inc.
- $124 Billion
- Q3 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 5,637 shares of SPLG stock, worth $445,604. This represents 0.36% of its overall portfolio holdings.
Number of Shares
5,637
Previous 5,735
1.71%
Holding current value
$445,604
Previous $417 Million
5.92%
% of portfolio
0.36%
Previous 0.37%
Shares
4 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