West Wealth Group, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

West Wealth Group, LLC

  • $268 Million
  • Q1 2024

A detailed history of West Wealth Group, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, West Wealth Group, LLC holds 599,480 shares of SPLG stock, worth $39.1 Million. This represents 13.76% of its overall portfolio holdings.

Number of Shares
599,480
Previous 1,414,709 57.63%
Holding current value
$39.1 Million
Previous $79.1 Million 53.36%
% of portfolio
13.76%
Previous 31.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$54.97 - $61.53 $44.8 Million - $50.2 Million
-815,229 Reduced 57.63%
599,480 $36.9 Million
Q4 2023

Jan 18, 2024
BUY
$48.29 - $56.08 $3.11 Million - $3.61 Million
64,323 Added 4.76%
1,414,709 $79.1 Million
Q3 2023

Oct 06, 2023
BUY
$50.09 - $53.81 $13.9 Million - $14.9 Million
277,190 Added 25.83%
1,350,386 $67.9 Million
Q2 2023

Jul 26, 2023
BUY
$47.56 - $52.11 $670,453 - $734,594
14,097 Added 1.33%
1,073,196 $55.9 Million
Q1 2023

Apr 06, 2023
BUY
$44.61 - $48.99 $302,054 - $331,711
6,771 Added 0.64%
1,059,099 $51 Million
Q4 2022

Jan 23, 2023
SELL
$43.91 - $47.9 $2.97 Million - $3.24 Million
-67,730 Reduced 6.05%
1,052,328 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-1,347 Reduced 0.12%
1,120,058 $47 Million
Q2 2022

Jul 27, 2022
BUY
N/A
13,730 Added 1.24%
1,121,405 $49.7 Million
Q1 2022

May 05, 2022
BUY
N/A
334,514 Added 43.27%
1,107,675 $58.9 Million
Q4 2021

May 05, 2022
BUY
N/A
773,161 New
773,161 $43.2 Million

Others Institutions Holding SPLG

# of Institutions
1,021
Shares Held
389M
Call Options Held
243K
Put Options Held
286K
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 West Wealth Group, LLC Portfolio

Follow West Wealth Group, 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 West Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email