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 $440,677. This represents 0.37% of its overall portfolio holdings.
Number of Shares
5,735
Previous 5,066
13.21%
Holding current value
$440,677
Previous $333 Million
25.13%
% of portfolio
0.37%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,483Shares Held
728MCall Options Held
1.37MPut Options Held
949K-
Betterment LLC New York, NY73.9MShares$5.68 Billion11.44% of portfolio
-
Bank Of America Corp Charlotte, NC59.4MShares$4.56 Billion0.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.7MShares$3.44 Billion1.15% of portfolio
-
Jones Financial Companies Lllp44.2MShares$3.4 Billion2.45% of portfolio
-
Uss Investment Management LTD41.6MShares$3.19 Billion19.64% of portfolio