Joel Adams & Associates, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 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 5,066 shares of SPLG stock, worth $351,225. This represents 0.3% of its overall portfolio holdings.
Number of Shares
5,066
Previous 4,438
14.15%
Holding current value
$351,225
Previous $306 Million
8.9%
% of portfolio
0.3%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,390Shares Held
644MCall Options Held
939KPut Options Held
863K-
Betterment LLC New York, NY64.9MShares$4.5 Billion10.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC42MShares$2.91 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC31.5MShares$2.18 Billion0.17% of portfolio
-
Jones Financial Companies Lllp31.1MShares$2.15 Billion1.84% of portfolio
-
Creative Planning Overland Park, KS30.8MShares$2.14 Billion1.91% of portfolio