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 2,775 shares of SPLG stock, worth $219,363. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,775
Previous 4,275 35.09%
Holding current value
$219,363
Previous $310,000 30.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

SELL
$72.65 - $78.68 $108,975 - $118,020
-1,500 Reduced 35.09%
2,775 $217,000
Q1 2025

May 02, 2025

SELL
$64.88 - $72.1 $12,976 - $14,419
-200 Reduced 4.47%
4,275 $281,000
Q4 2024

Feb 06, 2025

BUY
$66.77 - $71.52 $17,093 - $18,309
256 Added 6.07%
4,475 $308,000
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

About SPDR PORTFOLIO S&P 500 ETF (MA


  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
Track This Portfolio

Track Welch & Forbes LLC Portfolio

Follow Welch & Forbes LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Welch & Forbes LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch & Forbes LLC with notifications on news.