Liberty Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Liberty Wealth Management LLC holds 10,907 shares of SPLG stock, worth $769,925. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,907
Previous 11,526 5.37%
Holding current value
$769,925
Previous $778,000 3.47%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Feb 07, 2025
SELL
$66.77 - $71.52 $41,330 - $44,270
-619 Reduced 5.37%
10,907 $751,000
Q3 2024

Nov 01, 2024
BUY
$60.84 - $67.51 $95,032 - $105,450
1,562 Added 15.68%
11,526 $778,000
Q2 2024

Aug 06, 2024
BUY
$58.24 - $64.51 $85,671 - $94,894
1,471 Added 17.32%
9,964 $638,000
Q1 2024

May 02, 2024
BUY
$54.97 - $61.53 $265,615 - $297,312
4,832 Added 131.99%
8,493 $523,000
Q4 2023

Feb 08, 2024
SELL
$48.29 - $56.08 $221,409 - $257,126
-4,585 Reduced 55.6%
3,661 $204,000
Q3 2023

Nov 13, 2023
BUY
$50.09 - $53.81 $32,909 - $35,353
657 Added 8.66%
8,246 $414,000
Q2 2023

Aug 10, 2023
BUY
$47.56 - $52.11 $22,020 - $24,126
463 Added 6.5%
7,589 $395,000
Q1 2023

May 03, 2023
BUY
$44.61 - $48.99 $2,275 - $2,498
51 Added 0.72%
7,126 $343,000
Q3 2022

Nov 15, 2022
BUY
$41.99 - $50.54 $74,154 - $89,253
1,766 Added 33.26%
7,075 $297,000
Q2 2022

Aug 15, 2022
BUY
$43.16 - $53.73 $992 - $1,235
23 Added 0.44%
5,309 $235,000
Q1 2022

May 09, 2022
BUY
$48.98 - $56.19 $832 - $955
17 Added 0.32%
5,286 $280,000
Q4 2021

Feb 15, 2022
BUY
$50.43 - $56.16 $958 - $1,067
19 Added 0.36%
5,269 $294,000
Q3 2021

Nov 15, 2021
BUY
$49.95 - $53.29 $749 - $799
15 Added 0.29%
5,250 $265,000
Q2 2021

Aug 13, 2021
SELL
$47.08 - $50.33 $12.2 Million - $13 Million
-258,225 Reduced 98.01%
5,235 $263,000
Q2 2021

Aug 13, 2021
BUY
$47.08 - $50.33 $12.3 Million - $13.2 Million
262,122 Added 19590.58%
263,460 $5.24 Million
Q4 2020

Feb 09, 2021
BUY
$38.37 - $43.96 $27,894 - $31,958
727 Added 118.99%
1,338 $59,000
Q3 2020

Nov 05, 2020
BUY
$36.49 - $42.03 $22,295 - $25,680
611 New
611 $24,000
Q3 2019

Oct 30, 2019
SELL
$34.66 - $35.37 $30,708 - $31,337
-886 Closed
0 $0
Q4 2018

Mar 26, 2019
BUY
N/A
886 New
886 $25,000

Others Institutions Holding SPLG

# of Institutions
1,296
Shares Held
551M
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
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email