Welch Capital Partners LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Welch Capital Partners LLC
- $447 Million
- Q3 2024
A detailed history of Welch Capital Partners LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Welch Capital Partners LLC holds 130,174 shares of SPLG stock, worth $9.23 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
130,174
Previous 80,139
62.44%
Holding current value
$9.23 Million
Previous $5.13 Million
71.34%
% of portfolio
1.96%
Previous 1.21%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,170Shares Held
480MCall Options Held
264KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.48 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.53 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.09 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$937 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.2MShares$867 Million50.12% of portfolio