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Win Advisors Inc. Takes Position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Win Advisors Inc. bought a new position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) in the fourth quarter, HoldingsChannel.com reports. The fund bought 206,399 shares of the company’s stock, valued at approximately $11,538,000. SPDR Portfolio S&P 500 ETF makes up approximately 5.2% of Win Advisors Inc.’s holdings, making the stock its 7th […]
United States Helen Stephens Group Kestra Private Wealth Services Financial Group Win Advisors Inc Win Advisors
Source: wkrb13.com

First Trust Direct Indexing L.P. Purchases 7,736 Shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

First Trust Direct Indexing L.P. raised its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 31.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 32,675 shares of the company’s stock after acquiring an additional 7,736 shares […]
United States Financial Group Helen Stephens Group First Trust Direct Indexing Securities Exchange Commission Kestra Private Wealth Services

Aspire Private Capital LLC Sells 1,822 Shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Aspire Private Capital LLC cut its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 45.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,203 shares of the company’s stock after selling 1,822 shares during the quarter. Aspire […]
Company Profile Helen Stephens Group Morris Financial Concepts Inc Exchange Commission Asset Management Advisornet Financial Inc

Ciovacco Capital Management LLC Sells 2,264 Shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Ciovacco Capital Management LLC trimmed its holdings in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 4.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 52,257 shares of the company’s stock after selling 2,264 shares during the quarter. SPDR Portfolio […]
United States Exchange Commission Helen Stephens Group Company Profile Financial Group Ciovacco Capital Management

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Annapolis Financial Services LLC Grows Position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Annapolis Financial Services LLC lifted its holdings in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 17,093.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,579 shares of the company’s stock after purchasing an additional 2,564 shares […]
United States Exchange Commission Financial Group Barclays Plc Annapolis Financial Services Helen Stephens Group

SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) is McNamara Financial Services Inc.'s 9th Largest Position

McNamara Financial Services Inc. boosted its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 2.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 148,463 shares of the company’s stock after acquiring an additional 3,964 shares during the period. SPDR Portfolio S&P […]
United States Barclays Plc Emerald Advisors Helen Stephens Group Company Profile Mcnamara Financial Services Inc

Confluence Wealth Services Inc. Purchases 1,313 Shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Confluence Wealth Services Inc. raised its position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 8.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 16,846 shares of the company’s stock after acquiring an additional 1,313 shares during […]
United States Confluence Wealth Services Inc Barclays Plc Exchange Commission Orion Portfolio Solutions Helen Stephens Group
Source: wkrb13.com

Advisory Alpha LLC Cuts Holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Advisory Alpha LLC decreased its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 8.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 534,153 shares of the company’s stock after selling 48,543 shares […]
United States Advisory Alpha Company Profile Helen Stephens Group Orion Portfolio Solutions Securities Exchange Commission
Source: wkrb13.com

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