Momentum Wealth Planning, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Momentum Wealth Planning, LLC
- $129 Billion
- Q3 2025
A detailed history of Momentum Wealth Planning, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Momentum Wealth Planning, LLC holds 24,966 shares of SPLG stock, worth $1.97 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
24,966
Previous 27,043
7.68%
Holding current value
$1.97 Million
Previous $1.97 Billion
0.5%
% of portfolio
1.52%
Previous 1.67%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,541Shares Held
808MCall Options Held
1.07MPut Options Held
1.1M-
Betterment LLC New York, NY78.5MShares$6.21 Billion12.16% of portfolio
-
Uss Investment Management LTD66.4MShares$5.25 Billion25.81% of portfolio
-
Bank Of America Corp Charlotte, NC65.4MShares$5.17 Billion0.36% of portfolio
-
Jones Financial Companies Lllp51MShares$4.03 Billion2.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC48.5MShares$3.83 Billion1.19% of portfolio