Upper Left Wealth Management LLC Has $5.25 Million Holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Upper Left Wealth Management LLC lifted its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 6.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 76,133 shares of the company’s stock after purchasing an additional 4,334 shares during the quarter. SPDR Portfolio S&P 500 ETF comprises 4.5% of Upper Left Wealth Management LLC’s investment portfolio, making the stock its 4th biggest holding. Upper Left Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 ETF were worth $5,249,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Blue Trust Inc. purchased a new stake in shares of SPDR Portfolio S&P 500 ETF in the 3rd quarter worth approximately $31,000. ORG Wealth Partners LLC purchased a new stake in shares of SPDR Portfolio S&P 500 ETF in the third quarter worth $33,000. Highline Wealth Partners LLC bought a new position in shares of SPDR Portfolio S&P 500 ETF during the third quarter valued at $36,000. West Branch Capital LLC purchased a new position in shares of SPDR Portfolio S&P 500 ETF in the 4th quarter worth about $41,000. Finally, Decker Retirement Planning Inc. bought a new position in SPDR Portfolio S&P 500 ETF in the 4th quarter worth about $43,000.

SPDR Portfolio S&P 500 ETF Stock Performance

Shares of SPLG stock opened at $71.16 on Friday. The company has a market capitalization of $41.50 billion, a price-to-earnings ratio of 26.64 and a beta of 1.00. SPDR Portfolio S&P 500 ETF has a one year low of $56.80 and a one year high of $71.85. The company’s 50-day moving average is $70.29 and its 200 day moving average is $67.74.

SPDR Portfolio S&P 500 ETF Profile

SPDR Russell 1000 ETF (the Fund), formerly SPDR Dow Jones Large Cap ETF, seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of large capitalization exchange traded the United States equity securities.