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

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 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 785,980 shares of SPLG stock, worth $55.8 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
785,980
Previous 810,236 2.99%
Holding current value
$55.8 Million
Previous $51.9 Million 2.33%
% of portfolio
0.55%
Previous 0.67%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,149
Shares Held
478M
Call Options Held
259K
Put Options Held
171K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email