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

National Wealth Management Group, LLC

$131 Billion
Q2 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 34,902 shares of SPLG stock, worth $2.35 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

34,902

Previous 35,222 0.91%

Holding current value

$2.35 Million

Previous $2.17 Billion 3.07%

% of portfolio

1.7%

Previous 1.69%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,096

Shares Held

435M

Call Options Held

169K

Put Options Held

165K

View Full List

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 National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

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