Moody Lynn & Lieberson, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Moody Lynn & Lieberson, LLC

$1.47 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$54.97 - $61.53 $233,292 - $261,133	4,244 New	4,244 $261,000

Others Institutions Holding SPLG

# of Institutions

1,044

Shares Held

398M

Call Options Held

243K

Put Options Held

286K

Betterment LLC New York, NY

33.6M
Shares

$2.15 Billion
5.57% of portfolio
Lpl Financial LLC Fort Mill, SC

29.7M
Shares

$1.91 Billion
1.0% of portfolio
Creative Planning Overland Park, KS

27.6M
Shares

$1.77 Billion
1.88% of portfolio
Advance Capital Management, Inc. Southfield, MI

13.6M
Shares

$869 Million
50.45% of portfolio
Jpmorgan Chase & CO New York, NY

10.3M
Shares

$659 Million
0.06% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moody Lynn & Lieberson, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moody Lynn & Lieberson, LLC with notifications on news.