Exencial Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Exencial Wealth Advisors, LLC

$2.97 Billion
Q3 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 24,943 shares of SPLG stock, worth $1.97 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

24,943

Previous 24,486 1.87%

Holding current value

$1.97 Million

Previous $1.78 Million 9.84%

% of portfolio

0.07%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$72.65 - $78.68 $33,201 - $35,956	457 Added 1.87%	24,943 $1.95 Million
Q2 2025 Jul 30, 2025	BUY	$58.41 - $72.69 $1.21 Million - $1.51 Million	20,739 Added 553.48%	24,486 $1.78 Million
Q1 2025 May 09, 2025	BUY	$64.88 - $72.1 $54,628 - $60,708	842 Added 28.98%	3,747 $246,000
Q4 2024 Feb 06, 2025	BUY	$66.77 - $71.52 $193,966 - $207,765	2,905 New	2,905 $200,000
Q4 2022 Feb 14, 2023	BUY	$41.93 - $47.9 $222,857 - $254,588	5,315 New	5,315 $239,000

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

Ticker SPLG
Sector ETFs
Industry ETFs

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Exencial Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History