Mbm Wealth Consultants, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Mbm Wealth Consultants, LLC

$284 Million
Q1 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 39,640 shares of SPLG stock, worth $2.56 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

39,640

Previous 38,132 3.95%

Holding current value

$2.56 Million

Previous $2.13 Million 14.45%

% of portfolio

0.86%

Previous 0.81%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$54.97 - $61.53 $82,894 - $92,787	1,508 Added 3.95%	39,640 $2.44 Million
Q4 2023 Jan 30, 2024	BUY	$48.29 - $56.08 $120,290 - $139,695	2,491 Added 6.99%	38,132 $2.13 Million
Q3 2023 Oct 19, 2023	BUY	$50.09 - $53.81 $121,267 - $130,274	2,421 Added 7.29%	35,641 $1.79 Million
Q2 2023 Jul 24, 2023	BUY	$47.56 - $52.11 $461,760 - $505,935	9,709 Added 41.3%	33,220 $1.73 Million
Q1 2023 May 31, 2023	SELL	$44.61 - $48.99 $44 - $48	-1 Reduced -0.0%	23,511 $1.53 Million

Q4 2022 Feb 15, 2023	BUY	$43.91 - $47.9 $116,932 - $127,557	2,663 Added 12.77%	23,512 $1.06 Million
Q3 2022 Oct 24, 2022	BUY	N/A	846 Added 4.23%	20,849 $898,000
Q2 2022 Aug 15, 2022	BUY	N/A	20,003 New	20,003 $887,000

Others Institutions Holding SPLG

# of Institutions

1,017

Shares Held

389M

Call Options Held

243K

Put Options Held

286K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

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Mbm Wealth Consultants, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History