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 $621,594. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,023
Previous 9,623 6.24%
Holding current value
$621,594
Previous $615,000 0.98%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Nov 01, 2024

SELL
$60.84 - $67.51 $36,504 - $40,506
-600 Reduced 6.24%
9,023 $609,000
Q2 2024

Jul 17, 2024

SELL
$58.24 - $64.51 $19,685 - $21,804
-338 Reduced 3.39%
9,623 $615,000
Q1 2024

May 01, 2024

SELL
$54.97 - $61.53 $361,537 - $404,682
-6,577 Reduced 39.77%
9,961 $612,000
Q4 2023

Jan 11, 2024

BUY
$48.29 - $56.08 $798,620 - $927,451
16,538 New
16,538 $924,000

Others Institutions Holding SPLG

About SPDR PORTFOLIO S&P 500 ETF (MA


  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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