Shira Ridge Wealth Management Spdr Portfolio S&P 500 ETF (Ma Transaction History

Shira Ridge Wealth Management

$179 Billion
Q2 2024

A detailed history of Shira Ridge Wealth Management transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Shira Ridge Wealth Management holds 8,633 shares of SPLG stock, worth $581,777. This represents 0.31% of its overall portfolio holdings.

Number of Shares

8,633

Previous 9,430 8.45%

Holding current value

$581,777

Previous $580 Million 4.78%

% of portfolio

0.31%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$58.24 - $64.51 $46,417 - $51,414	-797 Reduced 8.45%	8,633 $553 Million
Q1 2024 Apr 18, 2024	SELL	$54.97 - $61.53 $113,293 - $126,813	-2,061 Reduced 17.94%	9,430 $580 Million
Q4 2023 Jan 10, 2024	BUY	$48.29 - $56.08 $29,650 - $34,433	614 Added 5.64%	11,491 $642 Million
Q3 2023 Oct 10, 2023	BUY	$50.09 - $53.81 $50,791 - $54,563	1,014 Added 10.28%	10,877 $547 Million
Q2 2023 Jul 12, 2023	BUY	$47.56 - $52.11 $20,355 - $22,303	428 Added 4.54%	9,863 $514 Million
Q1 2023 May 08, 2023	BUY	$44.61 - $48.99 $20,475 - $22,486	459 Added 5.11%	9,435 $454 Million
Q4 2022 Jan 12, 2023	BUY	$41.93 - $47.9 $376,363 - $429,950	8,976 New	8,976 $404 Million

Others Institutions Holding SPLG

# of Institutions

1,095

Shares Held

435M

Call Options Held

169K

Put Options Held

165K

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 Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Account

Shira Ridge Wealth Management Spdr Portfolio S&P 500 ETF (Ma Transaction History