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

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Modern Wealth Management, LLC holds 747,746 shares of SPLG stock, worth $59.1 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

747,746

Previous 366,892 103.81%

Holding current value

$59.1 Million

Previous $26.7 Million 219549.73%

% of portfolio

1.16%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$72.65 - $78.68 $27.7 Million - $30 Million	380,854 Added 103.81%	747,746 $58.6 Billion
Q2 2025 Nov 12, 2025	SELL	$58.41 - $72.69 $587,429 - $731,043	-10,057 Reduced 2.67%	366,892 $26.7 Million
Q2 2025 Aug 14, 2025	BUY	$58.41 - $72.69 $20 Million - $24.9 Million	342,755 Added 1002.38%	376,949 $27.4 Million
Q1 2025 May 30, 2025	BUY	$64.88 - $72.1 $98,033 - $108,943	1,511 Added 4.62%	34,194 $2.25 Million
Q1 2025 May 15, 2025	BUY	$64.88 - $72.1 $1.81 Million - $2.01 Million	27,912 Added 585.03%	32,683 $2.15 Billion

Q4 2024 Feb 11, 2025	BUY	$66.77 - $71.52 $318,559 - $341,221	4,771 New	4,771 $339 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
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Modern Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History