Wealth Management Resources, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History
Wealth Management Resources, Inc.
- $293 Million
- Q2 2025
A detailed history of Wealth Management Resources, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 96,497 shares of SPLG stock, worth $7.18 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
96,497
Previous 89,671
7.61%
Holding current value
$7.18 Million
Previous $5.9 Million
18.96%
% of portfolio
2.4%
Previous 2.14%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,447Shares Held
647MCall Options Held
939KPut Options Held
863K-
Betterment LLC New York, NY64.9MShares$4.83 Billion10.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC42MShares$3.12 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC31.5MShares$2.35 Billion0.17% of portfolio
-
Jones Financial Companies Lllp31.1MShares$2.31 Billion1.84% of portfolio
-
Creative Planning Overland Park, KS30.8MShares$2.29 Billion1.91% of portfolio