Selective Wealth Management, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History

Selective Wealth Management, Inc.

$247 Million
Q4 2024

A detailed history of Selective Wealth Management, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 100,802 shares of SPLG stock, worth $7.05 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

100,802

Previous 89,218 12.98%

Holding current value

$7.05 Million

Previous $6.02 Million 15.37%

% of portfolio

2.81%

Previous 2.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$66.77 - $71.52 $773,463 - $828,487	11,584 Added 12.98%	100,802 $6.95 Million
Q3 2024 Oct 09, 2024	BUY	$60.84 - $67.51 $1.85 Million - $2.06 Million	30,456 Added 51.83%	89,218 $6.02 Million
Q2 2024 Jul 10, 2024	BUY	$58.24 - $64.51 $319,271 - $353,643	5,482 Added 10.29%	58,762 $3.76 Million
Q1 2024 Apr 11, 2024	BUY	$54.97 - $61.53 $1.86 Million - $2.08 Million	33,797 Added 173.47%	53,280 $3.28 Million
Q4 2023 Jan 05, 2024	BUY	$48.29 - $56.08 $940,834 - $1.09 Million	19,483 New	19,483 $1.09 Million
Q3 2022 Oct 21, 2022	BUY	$41.99 - $50.54 $12,135 - $14,606	289 Added 124.03%	522 $22,000
Q2 2022 Jul 28, 2022	BUY	$43.16 - $53.73 $9,581 - $11,928	222 Added 2018.18%	233 $10,000
Q1 2022 Apr 20, 2022	BUY	$48.98 - $56.19 $538 - $618	11 New	11 $1,000

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

Ticker SPLG
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Selective Wealth Management, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History