Ridgeline Wealth Planning, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Ridgeline Wealth Planning, LLC
- $121 Billion
- Q2 2025
A detailed history of Ridgeline Wealth Planning, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 457,590 shares of SPLG stock, worth $34.3 Million. This represents 27.38% of its overall portfolio holdings.
Number of Shares
457,590
Previous 419,586
9.06%
Holding current value
$34.3 Million
Previous $27.6 Billion
20.55%
% of portfolio
27.38%
Previous 27.12%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,453Shares Held
649MCall Options Held
939KPut Options Held
863K-
Betterment LLC New York, NY64.9MShares$4.86 Billion10.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC42MShares$3.15 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC31.5MShares$2.36 Billion0.17% of portfolio
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Creative Planning Overland Park, KS31.1MShares$2.33 Billion1.95% of portfolio
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Jones Financial Companies Lllp31.1MShares$2.33 Billion1.84% of portfolio