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 $629,173. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,023
Previous 9,623
6.24%
Holding current value
$629,173
Previous $615,000
0.98%
% of portfolio
0.18%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,149Shares Held
478MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.42 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.48 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.06 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$921 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$875 Million50.16% of portfolio