Goal Vest Advisory LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024

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 20,451 shares of SPLG stock, worth $1.34 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
20,451
Previous 20,166 1.41%
Holding current value
$1.34 Million
Previous $1.36 Million 3.53%
% of portfolio
0.4%
Previous 0.41%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$66.77 - $71.52 $19,029 - $20,383
285 Added 1.41%
20,451 $1.41 Million
Q3 2024

Nov 06, 2024
SELL
$60.84 - $67.51 $58,467 - $64,877
-961 Reduced 4.55%
20,166 $1.36 Million
Q2 2024

Jul 30, 2024
SELL
$58.24 - $64.51 $11,123 - $12,321
-191 Reduced 0.9%
21,127 $1.35 Million
Q1 2024

Apr 15, 2024
SELL
$54.97 - $61.53 $6,706 - $7,506
-122 Reduced 0.57%
21,318 $1.31 Million
Q4 2023

Jan 02, 2024
BUY
$48.29 - $56.08 $13,617 - $15,814
282 Added 1.33%
21,440 $1.2 Million
Q3 2023

Oct 10, 2023
BUY
$50.09 - $53.81 $6,561 - $7,049
131 Added 0.62%
21,158 $1.06 Million
Q2 2023

Jul 17, 2023
BUY
$47.56 - $52.11 $850,895 - $932,300
17,891 Added 570.5%
21,027 $1.1 Million
Q1 2023

Apr 03, 2023
BUY
$44.61 - $48.99 $22,483 - $24,690
504 Added 19.15%
3,136 $150,000
Q4 2022

Jan 06, 2023
BUY
$41.93 - $47.9 $61,092 - $69,790
1,457 Added 124.0%
2,632 $0
Q3 2022

Oct 11, 2022
SELL
$41.99 - $50.54 $9,279 - $11,169
-221 Reduced 15.83%
1,175 $49,000
Q2 2022

Jul 06, 2022
BUY
$43.16 - $53.73 $55,460 - $69,043
1,285 Added 1157.66%
1,396 $63,000
Q1 2022

May 03, 2022
BUY
$48.98 - $56.19 $5,436 - $6,237
111 New
111 $6,000
Q1 2021

May 13, 2021
SELL
$43.36 - $46.72 $3,252 - $3,504
-75 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$38.37 - $43.96 $2,877 - $3,297
75 New
75 $3,000

Others Institutions Holding SPLG

# of Institutions
1,304
Shares Held
553M
Call Options Held
408K
Put Options Held
745K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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