Source Financial Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Source Financial Advisors LLC

  • $325 Million
  • Q2 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 9,623 shares of SPLG stock, worth $616,545. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,623
Previous 9,961 3.39%
Holding current value
$616,545
Previous $612,000 0.49%
% of portfolio
0.19%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
1,044
Shares Held
398M
Call Options Held
243K
Put Options Held
286K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
Track This Portfolio

Track Source Financial Advisors LLC Portfolio

Follow Source Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Source Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Source Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email