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

Sterling Group Wealth Management, LLC

$186 Million
Q1 2025

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 919,083 shares of SPLG stock, worth $64.4 Million. This represents 32.46% of its overall portfolio holdings.

Number of Shares

919,083

Previous 900,222 2.1%

Holding current value

$64.4 Million

Previous $62.1 Million 2.62%

% of portfolio

32.46%

Previous 32.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$64.88 - $72.1 $1.22 Million - $1.36 Million	18,861 Added 2.1%	919,083 $60.4 Million
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

1,390

Shares Held

644M

Call Options Held

939K

Put Options Held

863K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

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