Schwallier Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Schwallier Wealth Management LLC

$131 Billion
Q4 2024

A detailed history of Schwallier Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 26,265 shares of SPLG stock, worth $1.71 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

26,265

Previous 27,596 4.82%

Holding current value

$1.71 Million

Previous $1.86 Billion 2.81%

% of portfolio

1.38%

Previous 1.33%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$66.77 - $71.52 $88,870 - $95,193	-1,331 Reduced 4.82%	26,265 $1.81 Billion
Q3 2024 Nov 07, 2024	BUY	$60.84 - $67.51 $51,348 - $56,978	844 Added 3.15%	27,596 $1.86 Billion
Q2 2024 Aug 13, 2024	SELL	$58.24 - $64.51 $124,458 - $137,857	-2,137 Reduced 7.4%	26,752 $1.71 Billion
Q1 2024 May 14, 2024	SELL	$54.97 - $61.53 $171,891 - $192,404	-3,127 Reduced 9.77%	28,889 $1.78 Billion
Q4 2023 Feb 14, 2024	BUY	$48.29 - $56.08 $1.55 Million - $1.8 Million	32,016 New	32,016 $1.79 Billion

Others Institutions Holding SPLG

# of Institutions

1,340

Shares Held

551M

Call Options Held

410K

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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Schwallier Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History