Key Client Fiduciary Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Key Client Fiduciary Advisors, LLC
- $169 Million
- Q1 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 8,440 shares of SPLG stock, worth $550,710. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,440
Previous 7,057
19.6%
Holding current value
$550,710
Previous $394,000
31.73%
% of portfolio
0.31%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,021Shares Held
389MCall Options Held
243KPut Options Held
286K-
Betterment LLC New York, NY33.6MShares$2.19 Billion5.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.7MShares$1.94 Billion1.0% of portfolio
-
Creative Planning Overland Park, KS27.6MShares$1.8 Billion1.88% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.2MShares$859 Million58.41% of portfolio
-
Jpmorgan Chase & CO New York, NY10.3MShares$671 Million0.06% of portfolio