Lord & Richards Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Lord & Richards Wealth Management, LLC

  • $109 Billion
  • Q3 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 127,865 shares of SPLG stock, worth $10.1 Million. This represents 9.17% of its overall portfolio holdings.

Number of Shares
127,865
Previous 115,334 10.86%
Holding current value
$10.1 Million
Previous $8.38 Billion 19.48%
% of portfolio
9.17%
Previous 8.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$72.65 - $78.68 $910,377 - $985,939
12,531 Added 10.86%
127,865 $10 Billion
Q2 2025

Aug 05, 2025
BUY
$58.41 - $72.69 $952,491 - $1.19 Million
16,307 Added 16.47%
115,334 $8.38 Billion
Q1 2025

May 02, 2025
BUY
$64.88 - $72.1 $3.17 Million - $3.53 Million
48,918 Added 97.62%
99,027 $6.51 Billion
Q4 2024

Jan 30, 2025
BUY
$66.77 - $71.52 $3.35 Million - $3.58 Million
50,109 New
50,109 $3.45 Billion

Others Institutions Holding SPLG

# of Institutions
1,560
Shares Held
819M
Call Options Held
1.05M
Put Options Held
1.54M
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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