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

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025

A detailed history of Schwallier Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 29,890 shares of SPLG stock, worth $2.36 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
29,890
Previous 27,390 9.13%
Holding current value
$2.36 Million
Previous $1.99 Billion 17.61%
% of portfolio
1.46%
Previous 1.22%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$72.65 - $78.68 $181,625 - $196,700
2,500 Added 9.13%
29,890 $2.34 Billion
Q2 2025

Aug 14, 2025
BUY
$58.41 - $72.69 $71,785 - $89,336
1,229 Added 4.7%
27,390 $1.99 Billion
Q1 2025

Aug 14, 2025
SELL
$64.88 - $72.1 $6,747 - $7,498
-104 Reduced 0.4%
26,161 $1.72 Billion
Q4 2024

Feb 14, 2025
SELL
$66.77 - $71.52 $88,870 - $95,193
-1,331 Reduced 4.82%
26,265 $1.81 Billion
Q3 2024

Nov 07, 2024
BUY
$60.84 - $67.51 $51,348 - $56,978
844 Added 3.15%
27,596 $1.86 Billion
Q2 2024

Aug 13, 2024
SELL
$58.24 - $64.51 $124,458 - $137,857
-2,137 Reduced 7.4%
26,752 $1.71 Billion
Q1 2024

May 14, 2024
SELL
$54.97 - $61.53 $171,891 - $192,404
-3,127 Reduced 9.77%
28,889 $1.78 Billion
Q4 2023

Feb 14, 2024
BUY
$48.29 - $56.08 $1.55 Million - $1.8 Million
32,016 New
32,016 $1.79 Billion

Others Institutions Holding SPLG

# of Institutions
1,561
Shares Held
820M
Call Options Held
1.05M
Put Options Held
1.54M
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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