Liberty Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Liberty Wealth Management LLC

  • $546 Million
  • Q2 2024

A detailed history of Liberty Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Liberty Wealth Management LLC holds 9,964 shares of SPLG stock, worth $669,680. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,964
Previous 8,493 17.32%
Holding current value
$669,680
Previous $523,000 21.99%
% of portfolio
0.12%
Previous 0.1%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$58.24 - $64.51 $85,671 - $94,894
1,471 Added 17.32%
9,964 $638,000
Q1 2024

May 02, 2024
BUY
$54.97 - $61.53 $265,615 - $297,312
4,832 Added 131.99%
8,493 $523,000
Q4 2023

Feb 08, 2024
SELL
$48.29 - $56.08 $221,409 - $257,126
-4,585 Reduced 55.6%
3,661 $204,000
Q3 2023

Nov 13, 2023
BUY
$50.09 - $53.81 $32,909 - $35,353
657 Added 8.66%
8,246 $414,000
Q2 2023

Aug 10, 2023
BUY
$47.56 - $52.11 $22,020 - $24,126
463 Added 6.5%
7,589 $395,000
Q1 2023

May 03, 2023
BUY
$44.61 - $48.99 $2,275 - $2,498
51 Added 0.72%
7,126 $343,000
Q3 2022

Nov 15, 2022
BUY
$41.99 - $50.54 $74,154 - $89,253
1,766 Added 33.26%
7,075 $297,000
Q2 2022

Aug 15, 2022
BUY
$43.16 - $53.73 $992 - $1,235
23 Added 0.44%
5,309 $235,000
Q1 2022

May 09, 2022
BUY
$48.98 - $56.19 $832 - $955
17 Added 0.32%
5,286 $280,000
Q4 2021

Feb 15, 2022
BUY
$50.43 - $56.16 $958 - $1,067
19 Added 0.36%
5,269 $294,000
Q3 2021

Nov 15, 2021
BUY
$49.95 - $53.29 $749 - $799
15 Added 0.29%
5,250 $265,000
Q2 2021

Aug 13, 2021
SELL
$47.08 - $50.33 $12.2 Million - $13 Million
-258,225 Reduced 98.01%
5,235 $263,000
Q2 2021

Aug 13, 2021
BUY
$47.08 - $50.33 $12.3 Million - $13.2 Million
262,122 Added 19590.58%
263,460 $5.24 Million
Q4 2020

Feb 09, 2021
BUY
$38.37 - $43.96 $27,894 - $31,958
727 Added 118.99%
1,338 $59,000
Q3 2020

Nov 05, 2020
BUY
$36.49 - $42.03 $22,295 - $25,680
611 New
611 $24,000
Q3 2019

Oct 30, 2019
SELL
$34.66 - $35.37 $30,708 - $31,337
-886 Closed
0 $0
Q4 2018

Mar 26, 2019
BUY
N/A
886 New
886 $25,000

Others Institutions Holding SPLG

# of Institutions
1,093
Shares Held
435M
Call Options Held
169K
Put Options Held
165K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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