Holistic Financial Partners Spdr Portfolio S&P 500 ETF (Ma Transaction History

Holistic Financial Partners

$262 Million
Q4 2025

A detailed history of Holistic Financial Partners transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Holistic Financial Partners holds 25,989 shares of SPLG stock, worth $2.05 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

25,989

Previous 23,328 11.41%

Holding current value

$2.05 Million

Previous $1.83 Million 12.42%

% of portfolio

0.78%

Previous 0.77%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 07, 2026	BUY	$76.84 - $80.86 $204,471 - $215,168	2,661 Added 11.41%	25,989 $2.05 Million
Q2 2025 Aug 05, 2025	BUY	$58.41 - $72.69 $1.36 Million - $1.7 Million	23,328 New	23,328 $1.7 Million

Others Institutions Holding SPLG

# of Institutions

1,572

Shares Held

821M

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

More about SPLG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Financial Partners with notifications on news.

Account

Holistic Financial Partners Spdr Portfolio S&P 500 ETF (Ma Transaction History