Moulton Wealth Management, Inc Spdr Portfolio S&P 500 ETF (Ma Transaction History
Moulton Wealth Management, Inc
- $137 Million
- Q3 2025
A detailed history of Moulton Wealth Management, Inc transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 165,096 shares of SPLG stock, worth $13.1 Million. This represents 9.41% of its overall portfolio holdings.
Number of Shares
165,096
Previous 186,043
11.26%
Holding current value
$13.1 Million
Previous $13.5 Million
4.36%
% of portfolio
9.41%
Previous 10.28%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,562Shares Held
820MCall Options Held
1.05MPut Options Held
1.54M-
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
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Jones Financial Companies Lllp51MShares$4.03 Billion2.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC48.5MShares$3.83 Billion1.19% of portfolio