SPDR Portfolio S&P 500 ETF $SPLG is Wise Wealth Partners’ Largest Position

Wise Wealth Partners grew its stake in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 9.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 239,747 shares of the company’s stock after acquiring an additional 19,759 shares during the period. SPDR Portfolio S&P 500 ETF comprises about 28.8% of Wise Wealth Partners’ holdings, making the stock its biggest position. Wise Wealth Partners’ holdings in SPDR Portfolio S&P 500 ETF were worth $18,782,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Etesian Wealth Advisors Inc. raised its position in SPDR Portfolio S&P 500 ETF by 37.6% during the third quarter. Etesian Wealth Advisors Inc. now owns 63,745 shares of the company’s stock worth $4,994,000 after acquiring an additional 17,404 shares during the last quarter. Mattson Financial Services LLC increased its stake in shares of SPDR Portfolio S&P 500 ETF by 27.7% during the 3rd quarter. Mattson Financial Services LLC now owns 182,977 shares of the company’s stock worth $14,334,000 after purchasing an additional 39,708 shares in the last quarter. 49 Wealth Management LLC raised its position in shares of SPDR Portfolio S&P 500 ETF by 23.9% during the 2nd quarter. 49 Wealth Management LLC now owns 1,593,630 shares of the company’s stock worth $115,841,000 after purchasing an additional 307,109 shares during the last quarter. Evolution Wealth Management Inc. raised its position in shares of SPDR Portfolio S&P 500 ETF by 155.7% during the 3rd quarter. Evolution Wealth Management Inc. now owns 36,459 shares of the company’s stock worth $2,856,000 after purchasing an additional 22,202 shares during the last quarter. Finally, Advisors Capital Management LLC lifted its stake in SPDR Portfolio S&P 500 ETF by 7.3% in the 1st quarter. Advisors Capital Management LLC now owns 6,848 shares of the company’s stock valued at $450,000 after buying an additional 468 shares in the last quarter.

SPDR Portfolio S&P 500 ETF Stock Performance

SPDR Portfolio S&P 500 ETF stock opened at $81.12 on Friday. SPDR Portfolio S&P 500 ETF has a fifty-two week low of $56.67 and a fifty-two week high of $81.14. The company has a market capitalization of $96.54 billion, a price-to-earnings ratio of 25.61 and a beta of 1.00. The stock has a fifty day moving average of $80.00 and a two-hundred day moving average of $77.46.

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. The sectors in which the Fund invests include information technology, financials, consumer discretionary, health care, industrials, energy, consumer staples, materials, utilities and telecommunication services.