Quantum Financial Planning Services Inc. Has $37.68 Million Stock Holdings in SPDR Portfolio S&P 500 ETF $SPLG

Quantum Financial Planning Services Inc. lifted its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 3.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 480,981 shares of the company’s stock after purchasing an additional 16,154 shares during the quarter. SPDR Portfolio S&P 500 ETF accounts for approximately 15.2% of Quantum Financial Planning Services Inc.’s investment portfolio, making the stock its 3rd biggest holding. Quantum Financial Planning Services Inc.’s holdings in SPDR Portfolio S&P 500 ETF were worth $37,680,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in SPLG. 49 Wealth Management LLC lifted its stake 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 buying an additional 307,109 shares during the last quarter. Advisors Capital Management LLC increased its stake in shares of SPDR Portfolio S&P 500 ETF by 7.3% during the first quarter. Advisors Capital Management LLC now owns 6,848 shares of the company’s stock worth $450,000 after purchasing an additional 468 shares during the period. Fiduciary Alliance LLC acquired a new stake in SPDR Portfolio S&P 500 ETF during the 2nd quarter worth approximately $660,000. Vise Technologies Inc. bought a new stake in SPDR Portfolio S&P 500 ETF in the 2nd quarter valued at $1,188,000. Finally, Dynamic Advisor Solutions LLC increased its position in SPDR Portfolio S&P 500 ETF by 3.0% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 788,848 shares of the company’s stock worth $61,798,000 after buying an additional 22,927 shares during the period.

SPDR Portfolio S&P 500 ETF Stock Performance

Shares of SPDR Portfolio S&P 500 ETF stock opened at $80.30 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 stock has a market cap of $95.56 billion, a PE ratio of 25.61 and a beta of 1.00. The firm has a 50-day moving average of $79.54 and a 200-day moving average of $76.53.

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.