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

Schwallier Wealth Management LLC

  • $140 Billion
  • Q3 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 27,596 shares of SPLG stock, worth $1.93 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
27,596
Previous 26,752 3.15%
Holding current value
$1.93 Million
Previous $1.71 Billion 8.81%
% of portfolio
1.33%
Previous 1.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,149
Shares Held
478M
Call Options Held
259K
Put Options Held
171K
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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