Selective Wealth Management, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

A detailed history of Selective Wealth Management, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 89,218 shares of SPLG stock, worth $6.22 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares

89,218

Previous 58,762 51.83%

Holding current value

$6.22 Million

Previous $3.76 Million 60.19%

% of portfolio

2.52%

Previous 1.68%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$60.84 - $67.51 $1.85 Million - $2.06 Million	30,456 Added 51.83%	89,218 $6.02 Million
Q2 2024 Jul 10, 2024	BUY	$58.24 - $64.51 $319,271 - $353,643	5,482 Added 10.29%	58,762 $3.76 Million
Q1 2024 Apr 11, 2024	BUY	$54.97 - $61.53 $1.86 Million - $2.08 Million	33,797 Added 173.47%	53,280 $3.28 Million
Q4 2023 Jan 05, 2024	BUY	$48.29 - $56.08 $940,834 - $1.09 Million	19,483 New	19,483 $1.09 Million
Q3 2022 Oct 21, 2022	BUY	$41.99 - $50.54 $12,135 - $14,606	289 Added 124.03%	522 $22,000
Q2 2022 Jul 28, 2022	BUY	$43.16 - $53.73 $9,581 - $11,928	222 Added 2018.18%	233 $10,000
Q1 2022 Apr 20, 2022	BUY	$48.98 - $56.19 $538 - $618	11 New	11 $1,000

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

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Account

Selective Wealth Management, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History