Sax Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 16,677 shares of SPLG stock, worth $1.31 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
16,677
Previous 18,080 7.76%
Holding current value
$1.31 Million
Previous $1.19 Million 2.02%
% of portfolio
0.07%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$58.41 - $72.69 $81,949 - $101,984
-1,403 Reduced 7.76%
16,677 $1.21 Million
Q1 2025

May 14, 2025
BUY
$64.88 - $72.1 $388,371 - $431,590
5,986 Added 49.5%
18,080 $1.19 Million
Q4 2024

Jan 15, 2025
BUY
$66.77 - $71.52 $807,516 - $864,962
12,094 New
12,094 $833,000

Others Institutions Holding SPLG

# of Institutions
1,482
Shares Held
728M
Call Options Held
1.37M
Put Options Held
949K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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