Surevest, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Surevest, LLC holds 18 shares of SPLG stock, worth $1,274. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 18 -0.0%

Holding current value

$1,274

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	BUY	$43.16 - $53.73 $776 - $967	18 New	18 $1,000

Others Institutions Holding SPLG

# of Institutions

1,203

Shares Held

489M

Call Options Held

264K

Put Options Held

171K

Betterment LLC New York, NY

49.1M
Shares

$3.48 Billion
7.97% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6M
Shares

$2.52 Billion
1.1% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.09 Billion
1.98% of portfolio
Invesco Ltd. Atlanta, GA

13.2M
Shares

$936 Million
0.18% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.2M
Shares

$866 Million
50.12% of portfolio

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About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
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