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

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 838,210 shares of SPLG stock, worth $58.1 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

838,210

Previous 863,733 2.95%

Holding current value

$58.1 Million

Previous $59.5 Million 7.43%

% of portfolio

0.33%

Previous 0.6%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$64.88 - $72.1 $1.66 Million - $1.84 Million	-25,523 Reduced 2.95%	838,210 $55.1 Million
Q4 2024 Feb 03, 2025	BUY	$66.77 - $71.52 $5.19 Million - $5.56 Million	77,753 Added 9.89%	863,733 $59.5 Million
Q3 2024 Nov 13, 2024	SELL	$60.84 - $67.51 $1.48 Million - $1.64 Million	-24,256 Reduced 2.99%	785,980 $53.1 Million
Q2 2024 Aug 08, 2024	SELL	$58.24 - $64.51 $175,826 - $194,755	-3,019 Reduced 0.37%	810,236 $51.9 Million
Q1 2024 May 06, 2024	SELL	$54.97 - $61.53 $1.17 Million - $1.31 Million	-21,344 Reduced 2.56%	813,255 $50 Million
Q4 2023 Feb 06, 2024	SELL	$48.29 - $56.08 $984,391 - $1.14 Million	-20,385 Reduced 2.38%	834,599 $46.7 Million
Q3 2023 Nov 06, 2023	SELL	$50.09 - $53.81 $2.2 Million - $2.37 Million	-44,016 Reduced 4.9%	854,984 $43 Million
Q2 2023 Jul 31, 2023	SELL	$47.56 - $52.11 $562,825 - $616,669	-11,834 Reduced 1.3%	899,000 $46.8 Million
Q1 2023 May 09, 2023	BUY	$44.61 - $48.99 $496,018 - $544,719	11,119 Added 1.24%	910,834 $43.9 Million
Q4 2022 Feb 13, 2023	BUY	$41.93 - $47.9 $1.96 Million - $2.24 Million	46,714 Added 5.48%	899,715 $40.5 Million
Q3 2022 Nov 14, 2022	SELL	$41.99 - $50.54 $1.7 Million - $2.05 Million	-40,555 Reduced 4.54%	853,001 $35.8 Million
Q2 2022 Aug 09, 2022	BUY	$43.16 - $53.73 $38.6 Million - $48 Million	893,556 New	893,556 $39.6 Million
Q4 2021 Feb 14, 2022	SELL	$50.43 - $56.16 $41 Million - $45.6 Million	-812,196 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$49.95 - $53.29 $40.6 Million - $43.3 Million	812,196 New	812,196 $41 Million

Others Institutions Holding SPLG

# of Institutions

1,387

Shares Held

644M

Call Options Held

939K

Put Options Held

863K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Wealthspire Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History