Smallwood Wealth Investment Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Smallwood Wealth Investment Management, LLC

$185 Million
Q3 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$72.65 - $78.68 $508 - $550	-7 Closed	0 $0
Q2 2025 Oct 02, 2025	SELL	$58.41 - $72.69 $1,401 - $1,744	-24 Reduced 77.42%	7 $0
Q1 2025 Apr 25, 2025	BUY	$64.88 - $72.1 $2,011 - $2,235	31 New	31 $2,000

Others Institutions Holding SPLG

# of Institutions

1,504

Shares Held

750M

Call Options Held

1.37M

Put Options Held

949K

Betterment LLC New York, NY

73.9M
Shares

$5.74 Billion
11.44% of portfolio
Bank Of America Corp Charlotte, NC

59.4M
Shares

$4.62 Billion
0.32% of portfolio
Lpl Financial LLC Fort Mill, SC

44.7M
Shares

$3.48 Billion
1.15% of portfolio
Jones Financial Companies Lllp

44.2M
Shares

$3.44 Billion
2.45% of portfolio
Uss Investment Management LTD

41.6M
Shares

$3.23 Billion
19.64% of portfolio

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About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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