Lvw Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Lvw Advisors, LLC

$771 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 11, 2020	SELL	$28.91 - $37.99 $269,238 - $353,800	-9,313 Closed	0 $0
Q1 2020 Apr 23, 2020	BUY	$26.14 - $39.79 $243,441 - $370,564	9,313 New	9,313 $282,000

Others Institutions Holding SPLG

# of Institutions

1,149

Shares Held

478M

Call Options Held

259K

Put Options Held

171K

Betterment LLC New York, NY

49.1M
Shares

$3.48 Billion
7.97% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6M
Shares

$2.53 Billion
1.1% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.09 Billion
1.98% of portfolio
Invesco Ltd. Atlanta, GA

13.2M
Shares

$938 Million
0.18% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.5M
Shares

$890 Million
50.16% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

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