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 2,025 shares of SPLG stock, worth $141,851. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,025
Previous 2,656 23.76%
Holding current value
$141,851
Previous $169,000 19.53%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$60.84 - $67.51 $38,390 - $42,598
-631 Reduced 23.76%
2,025 $136,000
Q2 2024

Aug 08, 2024

BUY
$58.24 - $64.51 $36,749 - $40,705
631 Added 31.16%
2,656 $169,000
Q4 2023

Jan 25, 2024

BUY
$48.29 - $56.08 $97,787 - $113,562
2,025 New
2,025 $113,000

Others Institutions Holding SPLG

About SPDR PORTFOLIO S&P 500 ETF (MA


  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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