Beaumont Financial Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Beaumont Financial Advisors, LLC
- $1.24 Billion
- Q3 2025
A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 63,201 shares of SPLG stock, worth $5 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
63,201
Previous 65,387
3.34%
Holding current value
$5 Million
Previous $4.75 Million
4.19%
% of portfolio
0.4%
Previous 0.42%
Shares
11 transactions
Others Institutions Holding SPLG
# of Institutions
1,561Shares 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
-
Lpl Financial LLC Fort Mill, SC48.5MShares$3.83 Billion1.19% of portfolio