Goal Vest Advisory LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q1 2025
A detailed history of Goal Vest Advisory LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Goal Vest Advisory LLC holds 20,440 shares of SPLG stock, worth $1.27 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
20,440
Previous 20,451
0.05%
Holding current value
$1.27 Million
Previous $1.41 Million
5.18%
% of portfolio
0.38%
Previous 0.4%
Shares
15 transactions
Others Institutions Holding SPLG
# of Institutions
1,325Shares Held
553MCall Options Held
410KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.28 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.43 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$1.88 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$965 Million1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$958 Million0.21% of portfolio