Whelan Financial Spdr Portfolio S&P 500 ETF (Ma Transaction History

Whelan Financial

$314 Million
Q3 2025

A detailed history of Whelan Financial transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Whelan Financial holds 14,484 shares of SPLG stock, worth $1.14 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

14,484

Holding current value

$1.14 Million

% of portfolio

0.36%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$72.65 - $78.68 $1.05 Million - $1.14 Million	14,484 New	14,484 $1.13 Million

Others Institutions Holding SPLG

# of Institutions

1,560

Shares Held

820M

Call Options Held

1.05M

Put Options Held

1.54M

Betterment LLC New York, NY

78.5M
Shares

$6.21 Billion
12.16% of portfolio
Uss Investment Management LTD

66.4M
Shares

$5.25 Billion
25.81% of portfolio
Bank Of America Corp Charlotte, NC

65.4M
Shares

$5.17 Billion
0.36% of portfolio
Jones Financial Companies Lllp

51M
Shares

$4.03 Billion
2.74% of portfolio
Lpl Financial LLC Fort Mill, SC

48.5M
Shares

$3.83 Billion
1.19% of portfolio

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 Whelan Financial, based on Form 13F filings with the SEC.

News

Stay updated on Whelan Financial with notifications on news.

Account

Whelan Financial Spdr Portfolio S&P 500 ETF (Ma Transaction History