National Wealth Management Group, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

National Wealth Management Group, LLC

$148 Billion
Q3 2024

A detailed history of National Wealth Management Group, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, National Wealth Management Group, LLC holds 9,376 shares of SPLG stock, worth $665,414. This represents 0.43% of its overall portfolio holdings.

Number of Shares

9,376

Previous 34,902 73.14%

Holding current value

$665,414

Previous $2.23 Billion 71.66%

% of portfolio

0.43%

Previous 1.7%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$60.84 - $67.51 $1.55 Million - $1.72 Million	-25,526 Reduced 73.14%	9,376 $633 Million
Q2 2024 Aug 09, 2024	SELL	$58.24 - $64.51 $18,636 - $20,643	-320 Reduced 0.91%	34,902 $2.23 Billion
Q1 2024 May 17, 2024	SELL	$54.97 - $61.53 $85,203 - $95,371	-1,550 Reduced 4.22%	35,222 $2.17 Billion
Q4 2023 Feb 01, 2024	BUY	$48.29 - $56.08 $76,781 - $89,167	1,590 Added 4.52%	36,772 $2.06 Billion
Q3 2023 Nov 13, 2023	BUY	$50.09 - $53.81 $1.76 Million - $1.89 Million	35,182 New	35,182 $1.77 Billion

Others Institutions Holding SPLG

# of Institutions

1,149

Shares Held

478M

Call Options Held

259K

Put Options Held

171K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

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National Wealth Management Group, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History