Kcs Wealth Advisory Spdr Portfolio S&P 500 ETF (Ma Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$43.16 - $53.73 $294,523 - $366,653	-6,824 Closed	0 $0
Q1 2022 Apr 13, 2022	BUY	$48.98 - $56.19 $334,239 - $383,440	6,824 New	6,824 $363,000

Others Institutions Holding SPLG

# of Institutions

1,149

Shares Held

478M

Call Options Held

259K

Put Options Held

171K

Betterment LLC New York, NY

49.1M
Shares

$3.42 Billion
7.97% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6M
Shares

$2.48 Billion
1.1% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.06 Billion
1.98% of portfolio
Invesco Ltd. Atlanta, GA

13.2M
Shares

$921 Million
0.18% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.5M
Shares

$875 Million
50.16% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

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