Next Level Wealth Planning, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Next Level Wealth Planning, LLC

  • $177 Billion
  • Q3 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 11,758 shares of SPLG stock, worth $929,469. This represents 0.52% of its overall portfolio holdings.

Number of Shares
11,758
Previous 11,758 -0.0%
Holding current value
$929,469
Previous $855 Million 7.77%
% of portfolio
0.52%
Previous 0.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$64.88 - $72.1 $2,141 - $2,379
33 Added 0.28%
11,758 $773 Million
Q4 2024

Jan 30, 2025
BUY
$66.77 - $71.52 $782,878 - $838,572
11,725 New
11,725 $808 Million

Others Institutions Holding SPLG

# of Institutions
1,560
Shares Held
820M
Call Options Held
1.05M
Put Options Held
1.54M
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
Track This Portfolio

Track Next Level Wealth Planning, LLC Portfolio

Follow Next Level Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Next Level Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Next Level Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email