Sfg Wealth Management, Llc. Spdr Portfolio S&P 500 ETF (Ma Transaction History

Sfg Wealth Management, Llc.

$181 Million
Q3 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 16,484 shares of SPLG stock, worth $1.15 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

16,484

Previous 7,924 108.03%

Holding current value

$1.15 Million

Previous $507,000 119.33%

% of portfolio

0.61%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$60.84 - $67.51 $520,790 - $577,885	8,560 Added 108.03%	16,484 $1.11 Million
Q2 2024 Jul 19, 2024	BUY	$58.24 - $64.51 $71,809 - $79,540	1,233 Added 18.43%	7,924 $507,000
Q1 2024 Apr 26, 2024	BUY	$54.97 - $61.53 $16,875 - $18,889	307 Added 4.81%	6,691 $411,000
Q4 2023 Jan 19, 2024	SELL	$48.29 - $56.08 $503,471 - $584,690	-10,426 Reduced 62.02%	6,384 $356,000
Q3 2023 Oct 19, 2023	BUY	$50.09 - $53.81 $368,662 - $396,041	7,360 Added 77.88%	16,810 $844,000
Q2 2023 Jul 14, 2023	BUY	$47.56 - $52.11 $449,442 - $492,439	9,450 New	9,450 $492,000
Q2 2022 Jul 13, 2022	SELL	$43.16 - $53.73 $2.13 Million - $2.65 Million	-49,283 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$48.98 - $56.19 $408,003 - $468,062	8,330 Added 20.34%	49,283 $2.62 Million
Q4 2021 Feb 14, 2022	BUY	$50.43 - $56.16 $2.07 Million - $2.3 Million	40,953 New	40,953 $2.29 Million

Others Institutions Holding SPLG

# of Institutions

1,149

Shares Held

478M

Call Options Held

259K

Put Options Held

171K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

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Sfg Wealth Management, Llc. Spdr Portfolio S&P 500 ETF (Ma Transaction History