Resurgent Financial Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Resurgent Financial Advisors LLC

$168 Million
Q4 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 25,433 shares of SPLG stock, worth $1.8 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

25,433

Previous 18,915 34.46%

Holding current value

$1.8 Million

Previous $1.28 Million 37.38%

% of portfolio

1.05%

Previous 0.75%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$66.77 - $71.52 $435,206 - $466,167	6,518 Added 34.46%	25,433 $1.75 Million
Q3 2024 Nov 14, 2024	SELL	$60.84 - $67.51 $283,331 - $314,394	-4,657 Reduced 19.76%	18,915 $1.28 Million
Q2 2024 Aug 14, 2024	SELL	$58.24 - $64.51 $607,792 - $673,226	-10,436 Reduced 30.69%	23,572 $1.51 Million
Q1 2024 May 10, 2024	BUY	$54.97 - $61.53 $143,966 - $161,147	2,619 Added 8.34%	34,008 $2.09 Million
Q4 2023 Feb 09, 2024	BUY	$48.29 - $56.08 $892,785 - $1.04 Million	18,488 Added 143.31%	31,389 $1.75 Million
Q3 2023 Nov 13, 2023	BUY	$50.09 - $53.81 $602,983 - $647,764	12,038 Added 1394.9%	12,901 $648,000
Q2 2023 Aug 14, 2023	BUY	$47.56 - $52.11 $41,044 - $44,970	863 New	863 $44,000

Others Institutions Holding SPLG

# of Institutions

1,294

Shares Held

551M

Call Options Held

408K

Put Options Held

745K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

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Resurgent Financial Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History