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

Schwallier Wealth Management LLC

  • $131 Billion
  • Q4 2024

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 26,265 shares of SPLG stock, worth $1.84 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
26,265
Previous 27,596 4.82%
Holding current value
$1.84 Million
Previous $1.86 Billion 2.81%
% of portfolio
1.38%
Previous 1.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,296
Shares Held
551M
Call Options Held
408K
Put Options Held
745K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
Track This Portfolio

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email