A detailed history of Sequent Planning LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Sequent Planning LLC holds 5,859 shares of SPLG stock, worth $415,813. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,859
Previous 26,855 78.18%
Holding current value
$415,813
Previous $1.72 Billion 77.04%
% of portfolio
0.14%
Previous 0.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$60.84 - $67.51 $1.28 Million - $1.42 Million
-20,996 Reduced 78.18%
5,859 $396 Million
Q2 2024

Aug 12, 2024

BUY
$58.24 - $64.51 $176,117 - $195,078
3,024 Added 12.69%
26,855 $1.72 Billion
Q1 2024

May 14, 2024

BUY
$54.97 - $61.53 $1.31 Million - $1.47 Million
23,831 New
23,831 $1.47 Billion

Others Institutions Holding SPLG

About SPDR PORTFOLIO S&P 500 ETF (MA


  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.