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 $57 Million. This represents 11.25% of its overall portfolio holdings.

Number of Shares

860,342

Previous 755,162 13.93%

Holding current value

$57 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

More about SPLG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Brien Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Brien Wealth Partners LLC with notifications on news.

Account

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