Stone House Investment Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Stone House Investment Management, LLC

$421 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 07, 2020	SELL	N/A	-8,011 Closed	0 $0
Q3 2019 Oct 09, 2019	BUY	N/A	8,011 New	8,011 $279,000

Others Institutions Holding SPLG

# of Institutions

1,019

Shares Held

389M

Call Options Held

243K

Put Options Held

286K

Betterment LLC New York, NY

33.6M
Shares

$2.18 Billion
5.57% of portfolio
Lpl Financial LLC Fort Mill, SC

29.7M
Shares

$1.93 Billion
1.0% of portfolio
Creative Planning Overland Park, KS

27.6M
Shares

$1.79 Billion
1.88% of portfolio
Advance Capital Management, Inc. Southfield, MI

13.2M
Shares

$854 Million
58.41% of portfolio
Jpmorgan Chase & CO New York, NY

10.3M
Shares

$667 Million
0.06% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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