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 $710,380. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,023
Previous 9,623
6.24%
Holding current value
$710,380
Previous $615,000
0.98%
% of portfolio
0.18%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,482Shares Held
728MCall Options Held
1.37MPut Options Held
949K-
Betterment LLC New York, NY73.9MShares$5.82 Billion11.44% of portfolio
-
Bank Of America Corp Charlotte, NC59.4MShares$4.68 Billion0.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.7MShares$3.52 Billion1.15% of portfolio
-
Jones Financial Companies Lllp44.2MShares$3.48 Billion2.45% of portfolio
-
Uss Investment Management LTD41.6MShares$3.27 Billion19.64% of portfolio