Upper Left Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Upper Left Wealth Management, LLC

$112 Million
Q4 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 76,133 shares of SPLG stock, worth $5.4 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares

76,133

Previous 71,799 6.04%

Holding current value

$5.4 Million

Previous $4.85 Million 8.27%

% of portfolio

4.7%

Previous 4.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$66.77 - $71.52 $289,381 - $309,967	4,334 Added 6.04%	76,133 $5.25 Million
Q3 2024 Nov 13, 2024	BUY	$60.84 - $67.51 $56,763 - $62,986	933 Added 1.32%	71,799 $4.85 Million
Q2 2024 Jul 25, 2024	BUY	$58.24 - $64.51 $32,497 - $35,996	558 Added 0.79%	70,866 $4.54 Million
Q1 2024 Apr 23, 2024	SELL	$54.97 - $61.53 $23,417 - $26,211	-426 Reduced 0.6%	70,308 $4.33 Million
Q4 2023 Jan 23, 2024	SELL	$48.29 - $56.08 $127,533 - $148,107	-2,641 Reduced 3.6%	70,734 $3.95 Million
Q3 2023 Oct 25, 2023	BUY	$50.09 - $53.81 $1.03 Million - $1.11 Million	20,648 Added 39.16%	73,375 $3.69 Million
Q2 2023 Jul 25, 2023	BUY	$47.56 - $52.11 $37,049 - $40,593	779 Added 1.5%	52,727 $2.75 Million
Q1 2023 Apr 25, 2023	BUY	$44.61 - $48.99 $2,096 - $2,302	47 Added 0.09%	51,948 $2.5 Million
Q4 2022 Jan 17, 2023	BUY	$41.93 - $47.9 $1.88 Million - $2.15 Million	44,784 Added 629.25%	51,901 $0
Q3 2022 Nov 01, 2022	SELL	$41.99 - $50.54 $23,850 - $28,706	-568 Reduced 7.39%	7,117 $2.6 Million
Q2 2022 Jul 08, 2022	BUY	$43.16 - $53.73 $23,047 - $28,691	534 Added 7.47%	7,685 $2.9 Million
Q1 2022 Apr 18, 2022	SELL	$48.98 - $56.19 $1.83 Million - $2.1 Million	-37,313 Reduced 83.92%	7,151 $3.24 Million
Q4 2021 Feb 15, 2022	BUY	$50.43 - $56.16 $2.24 Million - $2.5 Million	44,464 New	44,464 $2.49 Million

Others Institutions Holding SPLG

# of Institutions

1,255

Shares Held

526M

Call Options Held

362K

Put Options Held

157K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Upper Left Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History