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

Verity & Verity, LLC

$1.02 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Nov 07, 2024	BUY	$47.56 - $52.11 $214,020 - $234,495	4,500 New	4,500 $234,000
Q1 2023 Nov 07, 2024	BUY	$44.61 - $48.99 $334,575 - $367,425	7,500 New	7,500 $361,000

Others Institutions Holding SPLG

# of Institutions

1,145

Shares Held

479M

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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