Mission Wealth Management, LP Spdr Portfolio S&P 500 ETF (Ma Transaction History

Mission Wealth Management, LP

$3.75 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$54.97 - $61.53 $751,549 - $841,238	13,672 New	13,672 $841,000

Others Institutions Holding SPLG

# of Institutions

1,093

Shares Held

435M

Call Options Held

169K

Put Options Held

165K

Betterment LLC New York, NY

42.7M
Shares

$2.87 Billion
7.08% of portfolio
Lpl Financial LLC Fort Mill, SC

32.1M
Shares

$2.16 Billion
1.05% of portfolio
Creative Planning Overland Park, KS

28.6M
Shares

$1.92 Billion
1.95% of portfolio
Advance Capital Management, Inc. Southfield, MI

13.6M
Shares

$912 Million
50.45% of portfolio
Jpmorgan Chase & CO New York, NY

11.3M
Shares

$757 Million
0.06% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
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