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
1,483Shares Held
728MCall Options Held
1.37MPut Options Held
949K-
Betterment LLC New York, NY73.9MShares$5.85 Billion11.44% of portfolio
-
Bank Of America Corp Charlotte, NC59.4MShares$4.7 Billion0.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.7MShares$3.54 Billion1.15% of portfolio
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Jones Financial Companies Lllp44.2MShares$3.5 Billion2.45% of portfolio
-
Uss Investment Management LTD41.6MShares$3.29 Billion19.64% of portfolio