Phillips Financial Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 2024
A detailed history of Phillips Financial Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Phillips Financial Management, LLC holds 2,656 shares of SPLG stock, worth $177,686. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,656
Previous 2,025
31.16%
Holding current value
$177,686
Previous $124,000
36.29%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,094Shares Held
435MCall Options Held
169KPut Options Held
165K-
Betterment LLC New York, NY42.7MShares$2.86 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.15 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$1.91 Billion1.95% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.6MShares$908 Million50.45% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$753 Million0.06% of portfolio