Napa Wealth Management Spdr Portfolio S&P 500 ETF (Ma Transaction History

Napa Wealth Management

$231 Billion
Q4 2024

A detailed history of Napa Wealth Management transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Napa Wealth Management holds 52,161 shares of SPLG stock, worth $3.43 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

52,161

Previous 40,820 27.78%

Holding current value

$3.43 Million

Previous $2.76 Billion 30.49%

% of portfolio

1.55%

Previous 1.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$66.77 - $71.52 $757,238 - $811,108	11,341 Added 27.78%	52,161 $3.6 Billion
Q3 2024 Nov 07, 2024	BUY	$60.84 - $67.51 $25,857 - $28,691	425 Added 1.05%	40,820 $2.76 Billion
Q2 2024 Aug 14, 2024	SELL	$58.24 - $64.51 $10,017 - $11,095	-172 Reduced 0.42%	40,395 $2.59 Billion
Q1 2024 Aug 14, 2024	SELL	$54.97 - $61.53 $476,040 - $532,849	-8,660 Reduced 17.59%	40,567 $2.5 Billion
Q4 2023 Feb 22, 2024	BUY	$48.29 - $56.08 $2.38 Million - $2.76 Million	49,227 New	49,227 $2.75 Billion

Others Institutions Holding SPLG

# of Institutions

1,299

Shares Held

551M

Call Options Held

408K

Put Options Held

745K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

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Napa Wealth Management Spdr Portfolio S&P 500 ETF (Ma Transaction History