Wells Financial Advisors Inc Spdr Portfolio S&P 500 ETF (Ma Transaction History

Wells Financial Advisors Inc

$71.4 Million
Q2 2025

A detailed history of Wells Financial Advisors Inc transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Wells Financial Advisors Inc holds 14,425 shares of SPLG stock, worth $1.08 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

14,425

Previous 15,005 3.87%

Holding current value

$1.08 Million

Previous $986,000 6.29%

% of portfolio

1.47%

Previous 1.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$58.41 - $72.69 $33,877 - $42,160	-580 Reduced 3.87%	14,425 $1.05 Million
Q1 2025 May 09, 2025	BUY	$64.88 - $72.1 $38,279 - $42,539	590 Added 4.09%	15,005 $986,000
Q4 2024 Feb 11, 2025	SELL	$66.77 - $71.52 $544,976 - $583,746	-8,162 Reduced 36.15%	14,415 $993,000
Q3 2024 Nov 13, 2024	SELL	$60.84 - $67.51 $6.56 Million - $7.27 Million	-107,744 Reduced 82.68%	22,577 $1.52 Million
Q2 2024 Aug 09, 2024	BUY	$58.24 - $64.51 $2.71 Million - $3 Million	46,448 Added 55.38%	130,321 $8.34 Million
Q1 2024 May 13, 2024	BUY	$54.97 - $61.53 $4.61 Million - $5.16 Million	83,873 New	83,873 $5.16 Million

Others Institutions Holding SPLG

# of Institutions

1,431

Shares Held

638M

Call Options Held

939K

Put Options Held

863K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Account

Wells Financial Advisors Inc Spdr Portfolio S&P 500 ETF (Ma Transaction History