Beta Wealth Group Inc. Has $645,000 Stock Holdings in SPDR Portfolio S&P 500 ETF $SPLG

Beta Wealth Group Inc. trimmed its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 72.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,235 shares of the company’s stock after selling 22,203 shares during the quarter. Beta Wealth Group Inc.’s holdings in SPDR Portfolio S&P 500 ETF were worth $645,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the company. A4 Wealth Advisors LLC bought a new position in shares of SPDR Portfolio S&P 500 ETF during the 3rd quarter worth approximately $4,130,000. Etesian Wealth Advisors Inc. boosted 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 purchasing an additional 17,404 shares during the period. American Financial Advisors LLC increased its holdings in shares of SPDR Portfolio S&P 500 ETF by 236.7% in the third quarter. American Financial Advisors LLC now owns 35,502 shares of the company’s stock valued at $2,781,000 after purchasing an additional 24,957 shares during the last quarter. First Command Advisory Services Inc. increased its holdings in shares of SPDR Portfolio S&P 500 ETF by 54.3% in the third quarter. First Command Advisory Services Inc. now owns 2,678,563 shares of the company’s stock valued at $209,841,000 after purchasing an additional 942,586 shares during the last quarter. Finally, Mattson Financial Services LLC raised its position in shares of SPDR Portfolio S&P 500 ETF by 27.7% in the third quarter. Mattson Financial Services LLC now owns 182,977 shares of the company’s stock valued at $14,334,000 after purchasing an additional 39,708 shares during the period.

SPDR Portfolio S&P 500 ETF Stock Performance

Shares of SPLG stock opened at $80.20 on Tuesday. SPDR Portfolio S&P 500 ETF has a 52 week low of $56.67 and a 52 week high of $81.14. The company has a market capitalization of $95.44 billion, a price-to-earnings ratio of 25.61 and a beta of 1.00. The company has a 50-day simple moving average of $80.92 and a 200 day simple moving average of $78.92.

SPDR Portfolio S&P 500 ETF Company 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.