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

Wells Financial Advisors Inc

$72.3 Million
Q3 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 13,015 shares of SPLG stock, worth $1.01 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

13,015

Previous 14,425 9.77%

Holding current value

$1.01 Million

Previous $1.05 Million 2.77%

% of portfolio

1.41%

Previous 1.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$72.65 - $78.68 $102,436 - $110,938	-1,410 Reduced 9.77%	13,015 $1.02 Million
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

1,498

Shares Held

747M

Call Options Held

1.37M

Put Options Held

949K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

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