Source Financial Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Source Financial Advisors LLC holds 9,023 shares of SPLG stock, worth $625,564. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,023
Previous 9,623
6.24%
Holding current value
$625,564
Previous $615,000
0.98%
% of portfolio
0.18%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,390Shares Held
644MCall Options Held
939KPut Options Held
863K-
Betterment LLC New York, NY64.9MShares$4.5 Billion10.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC42MShares$2.91 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC31.5MShares$2.18 Billion0.17% of portfolio
-
Jones Financial Companies Lllp31.1MShares$2.15 Billion1.84% of portfolio
-
Creative Planning Overland Park, KS30.8MShares$2.14 Billion1.91% of portfolio