Stonehaven Wealth & Tax Solutions, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $108 Billion
- Q3 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 137,786 shares of SPLG stock, worth $10.9 Million. This represents 9.98% of its overall portfolio holdings.
Number of Shares
137,786
Previous 141,190
2.41%
Holding current value
$10.9 Million
Previous $10.3 Billion
5.17%
% of portfolio
9.98%
Previous 10.02%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,560Shares Held
820MCall Options Held
1.05MPut Options Held
1.54M-
Betterment LLC New York, NY78.5MShares$6.21 Billion12.16% of portfolio
-
Uss Investment Management LTD66.4MShares$5.25 Billion25.81% of portfolio
-
Bank Of America Corp Charlotte, NC65.4MShares$5.17 Billion0.36% of portfolio
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Jones Financial Companies Lllp51MShares$4.03 Billion2.74% of portfolio
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Lpl Financial LLC Fort Mill, SC48.5MShares$3.83 Billion1.19% of portfolio