Plan Group Financial, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Plan Group Financial, LLC

$355 Million
Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Plan Group Financial, LLC holds 4,215 shares of SPLG stock, worth $333,195. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,215

Previous 4,202 0.31%

Holding current value

$333,195

Previous $305,000 8.2%

% of portfolio

0.09%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$72.65 - $78.68 $944 - $1,022	13 Added 0.31%	4,215 $330,000
Q2 2025 Aug 13, 2025	SELL	$58.41 - $72.69 $6,658 - $8,286	-114 Reduced 2.64%	4,202 $305,000
Q1 2025 May 09, 2025	BUY	$64.88 - $72.1 $843 - $937	13 Added 0.3%	4,316 $283,000
Q4 2024 Jan 31, 2025	BUY	$66.77 - $71.52 $1,001 - $1,072	15 Added 0.35%	4,303 $296,000
Q3 2024 Oct 22, 2024	BUY	$60.84 - $67.51 $790 - $877	13 Added 0.3%	4,288 $289,000

Q2 2024 Aug 05, 2024	BUY	$58.24 - $64.51 $8,211 - $9,095	141 Added 3.41%	4,275 $273,000
Q1 2024 Apr 26, 2024	SELL	$54.97 - $61.53 $71,406 - $79,927	-1,299 Reduced 23.91%	4,134 $254,000
Q4 2023 Jan 29, 2024	SELL	$48.29 - $56.08 $88,467 - $102,738	-1,832 Reduced 25.22%	5,433 $303,000
Q3 2023 Nov 13, 2023	BUY	$50.09 - $53.81 $363,903 - $390,929	7,265 New	7,265 $365,000

Others Institutions Holding SPLG

# of Institutions

1,560

Shares Held

820M

Call Options Held

1.05M

Put Options Held

1.54M

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About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Plan Group Financial, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History