Kozak & Associates, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History

Kozak & Associates, Inc.

$414 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 05, 2024	BUY	$58.24 - $64.51 $11,356 - $12,579	195 New	195 $12,000

Others Institutions Holding SPLG

# of Institutions

1,144

Shares Held

479M

Call Options Held

259K

Put Options Held

171K

Betterment LLC New York, NY

49.1M
Shares

$3.38 Billion
7.97% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6M
Shares

$2.45 Billion
1.1% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.03 Billion
1.98% of portfolio
Invesco Ltd. Atlanta, GA

13.2M
Shares

$910 Million
0.18% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.5M
Shares

$864 Million
50.16% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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