Upper Left Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Upper Left Wealth Management, LLC

  • $142 Million
  • Q2 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 106,828 shares of SPLG stock, worth $8.46 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares
106,828
Previous 94,393 13.17%
Holding current value
$8.46 Million
Previous $6.17 Million 25.85%
% of portfolio
5.47%
Previous 4.62%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
$58.41 - $72.69 $726,328 - $903,900
12,435 Added 13.17%
106,828 $7.77 Million
Q1 2025

Apr 14, 2025
BUY
$64.88 - $72.1 $1.18 Million - $1.32 Million
18,260 Added 23.98%
94,393 $6.17 Million
Q4 2024

Jan 23, 2025
BUY
$66.77 - $71.52 $289,381 - $309,967
4,334 Added 6.04%
76,133 $5.25 Million
Q3 2024

Nov 13, 2024
BUY
$60.84 - $67.51 $56,763 - $62,986
933 Added 1.32%
71,799 $4.85 Million
Q2 2024

Jul 25, 2024
BUY
$58.24 - $64.51 $32,497 - $35,996
558 Added 0.79%
70,866 $4.54 Million
Q1 2024

Apr 23, 2024
SELL
$54.97 - $61.53 $23,417 - $26,211
-426 Reduced 0.6%
70,308 $4.33 Million
Q4 2023

Jan 23, 2024
SELL
$48.29 - $56.08 $127,533 - $148,107
-2,641 Reduced 3.6%
70,734 $3.95 Million
Q3 2023

Oct 25, 2023
BUY
$50.09 - $53.81 $1.03 Million - $1.11 Million
20,648 Added 39.16%
73,375 $3.69 Million
Q2 2023

Jul 25, 2023
BUY
$47.56 - $52.11 $37,049 - $40,593
779 Added 1.5%
52,727 $2.75 Million
Q1 2023

Apr 25, 2023
BUY
$44.61 - $48.99 $2,096 - $2,302
47 Added 0.09%
51,948 $2.5 Million
Q4 2022

Jan 17, 2023
BUY
$41.93 - $47.9 $1.88 Million - $2.15 Million
44,784 Added 629.25%
51,901 $0
Q3 2022

Nov 01, 2022
SELL
$41.99 - $50.54 $23,850 - $28,706
-568 Reduced 7.39%
7,117 $2.6 Million
Q2 2022

Jul 08, 2022
BUY
$43.16 - $53.73 $23,047 - $28,691
534 Added 7.47%
7,685 $2.9 Million
Q1 2022

Apr 18, 2022
SELL
$48.98 - $56.19 $1.83 Million - $2.1 Million
-37,313 Reduced 83.92%
7,151 $3.24 Million
Q4 2021

Feb 15, 2022
BUY
$50.43 - $56.16 $2.24 Million - $2.5 Million
44,464 New
44,464 $2.49 Million

Others Institutions Holding SPLG

# of Institutions
1,481
Shares Held
728M
Call Options Held
1.37M
Put Options Held
949K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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