O'Brien Wealth Partners LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

O'Brien Wealth Partners LLC

$527 Million
Q4 2024

A detailed history of O'Brien Wealth Partners LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 860,342 shares of SPLG stock, worth $56.8 Million. This represents 11.25% of its overall portfolio holdings.

Number of Shares

860,342

Previous 755,162 13.93%

Holding current value

$56.8 Million

Previous $51 Million 16.34%

% of portfolio

11.25%

Previous 10.54%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$66.77 - $71.52 $7.02 Million - $7.52 Million	105,180 Added 13.93%	860,342 $59.3 Million
Q3 2024 Oct 23, 2024	SELL	$60.84 - $67.51 $18.8 Million - $20.9 Million	-309,828 Reduced 29.09%	755,162 $51 Million
Q2 2024 Jul 22, 2024	BUY	$58.24 - $64.51 $59.7 Million - $66.2 Million	1,025,803 Added 2617.71%	1,064,990 $68.2 Million
Q1 2024 Apr 18, 2024	BUY	$54.97 - $61.53 $2.15 Million - $2.41 Million	39,187 New	39,187 $2.41 Million

Others Institutions Holding SPLG

# of Institutions

1,301

Shares Held

552M

Call Options Held

408K

Put Options Held

745K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

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O'Brien Wealth Partners LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History