Stonehaven Wealth & Tax Solutions, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $111 Billion
  • Q4 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 135,620 shares of SPLG stock, worth $10.7 Million. This represents 9.78% of its overall portfolio holdings.

Number of Shares
135,620
Previous 137,786 1.57%
Holding current value
$10.7 Million
Previous $10.8 Billion 0.79%
% of portfolio
9.78%
Previous 9.98%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$76.84 - $80.86 $166,435 - $175,142
-2,166 Reduced 1.57%
135,620 $10.9 Billion
Q3 2025

Nov 13, 2025
SELL
$72.65 - $78.68 $247,300 - $267,826
-3,404 Reduced 2.41%
137,786 $10.8 Billion
Q2 2025

Aug 14, 2025
BUY
$58.41 - $72.69 $161,503 - $200,987
2,765 Added 2.0%
141,190 $10.3 Billion
Q1 2025

May 15, 2025
BUY
$64.88 - $72.1 $238,953 - $265,544
3,683 Added 2.73%
138,425 $9.1 Billion
Q4 2024

Feb 13, 2025
BUY
$66.77 - $71.52 $9 Million - $9.64 Million
134,742 New
134,742 $9.29 Billion

Others Institutions Holding SPLG

# of Institutions
1,589
Shares Held
820M
Call Options Held
1.04M
Put Options Held
1.54M
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 Stonehaven Wealth & Tax Solutions, LLC Portfolio

Follow Stonehaven Wealth & Tax Solutions, 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 Stonehaven Wealth & Tax Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonehaven Wealth & Tax Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email