Sax Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 15,583 shares of SPLG stock, worth $1.23 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

15,583

Previous 16,515 5.64%

Holding current value

$1.23 Million

Previous $1.29 Million 4.8%

% of portfolio

0.06%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$76.84 - $80.86 $71,614 - $75,361	-932 Reduced 5.64%	15,583 $1.23 Million
Q3 2025 Oct 20, 2025	SELL	$72.65 - $78.68 $11,769 - $12,746	-162 Reduced 0.97%	16,515 $1.29 Million
Q2 2025 Jul 23, 2025	SELL	$58.41 - $72.69 $81,949 - $101,984	-1,403 Reduced 7.76%	16,677 $1.21 Million
Q1 2025 May 14, 2025	BUY	$64.88 - $72.1 $388,371 - $431,590	5,986 Added 49.5%	18,080 $1.19 Million
Q4 2024 Jan 15, 2025	BUY	$66.77 - $71.52 $807,516 - $864,962	12,094 New	12,094 $833,000

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
Industry ETFs

More about SPLG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Account

Sax Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History