Wealthspire Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Wealthspire Advisors, LLC
- $7.78 Billion
- Q2 2024
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 810,236 shares of SPLG stock, worth $56.3 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
810,236
Previous 813,255
0.37%
Holding current value
$56.3 Million
Previous $50 Million
3.63%
% of portfolio
0.67%
Previous 0.67%
Shares
11 transactions
Others Institutions Holding SPLG
# of Institutions
1,128Shares Held
444MCall Options Held
169KPut Options Held
155K-
Betterment LLC New York, NY42.7MShares$2.97 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.23 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.05 Billion1.98% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$872 Million50.16% of portfolio
-
Envestnet Asset Management Inc11.3MShares$785 Million0.25% of portfolio