Veritable, L.P. Spdr Portfolio S&P 500 ETF (Ma Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$44.61 - $48.99 $53,799 - $59,081	1,206 Added 0.75%	162,190 $7.81 Million
Q4 2022 Feb 14, 2023	BUY	$41.93 - $47.9 $893,947 - $1.02 Million	21,320 Added 15.27%	160,984 $7.24 Million
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.54 $63,824 - $76,820	1,520 Added 1.1%	139,664 $5.86 Million
Q2 2022 Aug 15, 2022	SELL	$43.16 - $53.73 $52,439 - $65,281	-1,215 Reduced 0.87%	138,144 $6.13 Million
Q1 2022 May 11, 2022	BUY	$48.98 - $56.19 $1.16 Million - $1.33 Million	23,715 Added 20.51%	139,359 $7.4 Million
Q4 2021 Feb 14, 2022	BUY	$50.43 - $56.16 $69,391 - $77,276	1,376 Added 1.2%	115,644 $6.46 Million
Q2 2021 Aug 16, 2021	SELL	$47.08 - $50.33 $1.64 Million - $1.75 Million	-34,800 Reduced 23.35%	114,268 $5.75 Million
Q4 2020 Feb 11, 2021	SELL	$38.37 - $43.96 $124,318 - $142,430	-3,240 Reduced 2.13%	149,068 $6.55 Million
Q3 2020 Nov 13, 2020	SELL	$36.49 - $42.03 $4.42 Million - $5.09 Million	-121,210 Reduced 44.32%	152,308 $5.99 Million
Q2 2020 Aug 14, 2020	BUY	$28.91 - $37.99 $1.72 Million - $2.26 Million	59,608 Added 27.87%	273,518 $9.92 Million
Q1 2020 May 13, 2020	BUY	$26.14 - $39.79 $5.59 Million - $8.51 Million	213,910 New	213,910 $6.47 Million

Others Institutions Holding SPLG

# of Institutions

1,143

Shares Held

480M

Call Options Held

259K

Put Options Held

171K

Betterment LLC New York, NY

49.1M
Shares

$3.44 Billion
7.97% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6M
Shares

$2.5 Billion
1.1% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.07 Billion
1.98% of portfolio
Invesco Ltd. Atlanta, GA

13.2M
Shares

$926 Million
0.18% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.5M
Shares

$879 Million
50.16% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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