Source Financial Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Source Financial Advisors LLC holds 9,023 shares of SPLG stock, worth $713,268. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,023
Previous 9,623
6.24%
Holding current value
$713,268
Previous $615,000
0.98%
% of portfolio
0.18%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,561Shares Held
820MCall Options Held
1.05MPut Options Held
1.54M-
Betterment LLC New York, NY78.5MShares$6.21 Billion12.16% of portfolio
-
Uss Investment Management LTD66.4MShares$5.25 Billion25.81% of portfolio
-
Bank Of America Corp Charlotte, NC65.4MShares$5.17 Billion0.36% of portfolio
-
Jones Financial Companies Lllp51MShares$4.03 Billion2.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC48.5MShares$3.83 Billion1.19% of portfolio