Simon Quick Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Simon Quick Advisors, LLC

$1.32 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 27, 2021	SELL	N/A	-2,594 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	N/A	2,594 New	2,594 $130,000

Others Institutions Holding SPLG

# of Institutions

1,017

Shares Held

389M

Call Options Held

243K

Put Options Held

286K

Betterment LLC New York, NY

33.6M
Shares

$2.17 Billion
5.57% of portfolio
Lpl Financial LLC Fort Mill, SC

29.7M
Shares

$1.92 Billion
1.0% of portfolio
Creative Planning Overland Park, KS

27.6M
Shares

$1.78 Billion
1.88% of portfolio
Advance Capital Management, Inc. Southfield, MI

13.2M
Shares

$850 Million
58.41% of portfolio
Jpmorgan Chase & CO New York, NY

10.3M
Shares

$664 Million
0.06% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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