Welch & Forbes LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Welch & Forbes LLC

$7.73 Billion
Q3 2024

A detailed history of Welch & Forbes LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Welch & Forbes LLC holds 4,219 shares of SPLG stock, worth $301,700. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,219

Holding current value

$301,700

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$60.84 - $67.51 $256,683 - $284,824	4,219 New	4,219 $284,000

Others Institutions Holding SPLG

# of Institutions

1,178

Shares Held

483M

Call Options Held

264K

Put Options Held

171K

Betterment LLC New York, NY

49.1M
Shares

$3.51 Billion
7.97% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6M
Shares

$2.55 Billion
1.1% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.11 Billion
1.98% of portfolio
Invesco Ltd. Atlanta, GA

13.2M
Shares

$945 Million
0.18% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.2M
Shares

$874 Million
50.12% of portfolio

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About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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