Life Steps Financial, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History

Life Steps Financial, Inc.

$128 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	BUY	$54.97 - $61.53 $39,083 - $43,747	711 New	711 $43,000

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
Sector ETFs
Industry ETFs

More about SPLG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Steps Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Steps Financial, Inc. with notifications on news.