Wells Financial Advisors Inc Spdr Portfolio S&P 500 ETF (Ma Transaction History

Wells Financial Advisors Inc

  • $72.4 Million
  • Q4 2024

A detailed history of Wells Financial Advisors Inc transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Wells Financial Advisors Inc holds 14,415 shares of SPLG stock, worth $893,297. This represents 1.37% of its overall portfolio holdings.

Number of Shares
14,415
Previous 22,577 36.15%
Holding current value
$893,297
Previous $1.52 Million 34.84%
% of portfolio
1.37%
Previous 2.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$66.77 - $71.52 $544,976 - $583,746
-8,162 Reduced 36.15%
14,415 $993,000
Q3 2024

Nov 13, 2024
SELL
$60.84 - $67.51 $6.56 Million - $7.27 Million
-107,744 Reduced 82.68%
22,577 $1.52 Million
Q2 2024

Aug 09, 2024
BUY
$58.24 - $64.51 $2.71 Million - $3 Million
46,448 Added 55.38%
130,321 $8.34 Million
Q1 2024

May 13, 2024
BUY
$54.97 - $61.53 $4.61 Million - $5.16 Million
83,873 New
83,873 $5.16 Million

Others Institutions Holding SPLG

# of Institutions
1,321
Shares Held
552M
Call Options Held
410K
Put Options Held
745K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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