Sterling Group Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Sterling Group Wealth Management, LLC

  • $192 Million
  • Q4 2024

A detailed history of Sterling Group Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 900,222 shares of SPLG stock, worth $63.5 Million. This represents 32.28% of its overall portfolio holdings.

Number of Shares
900,222
Previous 872,699 3.15%
Holding current value
$63.5 Million
Previous $58.9 Million 5.34%
% of portfolio
32.28%
Previous 31.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$66.77 - $71.52 $1.84 Million - $1.97 Million
27,523 Added 3.15%
900,222 $62.1 Million
Q3 2024

Oct 07, 2024
BUY
$60.84 - $67.51 $3.12 Million - $3.47 Million
51,339 Added 6.25%
872,699 $58.9 Million
Q2 2024

Jul 15, 2024
BUY
$58.24 - $64.51 $47.8 Million - $53 Million
821,360 New
821,360 $52.6 Million
Q4 2023

Jan 12, 2024
BUY
$48.29 - $56.08 $7.77 Million - $9.02 Million
160,829 New
160,829 $8.99 Billion

Others Institutions Holding SPLG

# of Institutions
1,294
Shares Held
551M
Call Options Held
408K
Put Options Held
745K
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 Sterling Group Wealth Management, LLC Portfolio

Follow Sterling Group Wealth Management, 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 Sterling Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email