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

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 8,579 shares of SPLG stock, worth $608,851. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,579

Previous 6,666 28.7%

Holding current value

$608,851

Previous $426,000 35.92%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$60.84 - $67.51 $116,386 - $129,146	1,913 Added 28.7%	8,579 $579,000
Q3 2023 Oct 25, 2023	SELL	$50.09 - $53.81 $89,711 - $96,373	-1,791 Reduced 21.18%	6,666 $335,000
Q2 2023 Aug 08, 2023	SELL	$47.56 - $52.11 $39,569 - $43,355	-832 Reduced 8.96%	8,457 $440,000
Q1 2023 Apr 26, 2023	SELL	$44.61 - $48.99 $9,635 - $10,581	-216 Reduced 2.27%	9,289 $447,000
Q4 2022 Feb 02, 2023	SELL	$41.93 - $47.9 $10,398 - $11,879	-248 Reduced 2.54%	9,505 $427,000
Q3 2022 Oct 13, 2022	SELL	$41.99 - $50.54 $25,739 - $30,981	-613 Reduced 5.91%	9,753 $410,000
Q2 2022 Jul 22, 2022	BUY	$43.16 - $53.73 $447,396 - $556,965	10,366 New	10,366 $460,000

Others Institutions Holding SPLG

# of Institutions

1,149

Shares Held

478M

Call Options Held

259K

Put Options Held

171K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

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