Modern Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Modern Wealth Management, LLC holds 376,949 shares of SPLG stock, worth $29.3 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
376,949
Previous 34,194
1002.38%
Holding current value
$29.3 Million
Previous $2.25 Million
1118.86%
% of portfolio
0.73%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,504Shares Held
750MCall Options Held
1.37MPut Options Held
949K-
Betterment LLC New York, NY73.9MShares$5.74 Billion11.44% of portfolio
-
Bank Of America Corp Charlotte, NC59.4MShares$4.62 Billion0.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.7MShares$3.48 Billion1.15% of portfolio
-
Jones Financial Companies Lllp44.2MShares$3.44 Billion2.45% of portfolio
-
Uss Investment Management LTD41.6MShares$3.23 Billion19.64% of portfolio