SPDR Portfolio S&P 500 ETF $SPLG is Liberty Square Wealth Partners LLC’s 3rd Largest Position

Liberty Square Wealth Partners LLC lifted its holdings in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 25.1% during the third quarter, HoldingsChannel reports. The firm owned 461,042 shares of the company’s stock after purchasing an additional 92,450 shares during the quarter. SPDR Portfolio S&P 500 ETF accounts for about 11.1% of Liberty Square Wealth Partners LLC’s investment portfolio, making the stock its 3rd biggest holding. Liberty Square Wealth Partners LLC’s holdings in SPDR Portfolio S&P 500 ETF were worth $36,118,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC bought a new position in shares of SPDR Portfolio S&P 500 ETF during the 4th quarter valued at approximately $311,000. Bison Wealth LLC grew its holdings in SPDR Portfolio S&P 500 ETF by 0.4% during the fourth quarter. Bison Wealth LLC now owns 142,938 shares of the company’s stock valued at $9,854,000 after purchasing an additional 630 shares during the period. Ignite Planners LLC increased its position in SPDR Portfolio S&P 500 ETF by 8.2% in the second quarter. Ignite Planners LLC now owns 3,503 shares of the company’s stock worth $259,000 after buying an additional 266 shares during the last quarter. Harbor Asset Planning Inc. bought a new stake in shares of SPDR Portfolio S&P 500 ETF in the second quarter valued at $86,000. Finally, Mattson Financial Services LLC raised its stake in shares of SPDR Portfolio S&P 500 ETF by 15.5% in the second quarter. Mattson Financial Services LLC now owns 143,269 shares of the company’s stock valued at $10,414,000 after buying an additional 19,176 shares during the period.

SPDR Portfolio S&P 500 ETF Stock Performance

SPLG stock opened at $80.16 on Friday. The stock has a fifty day moving average of $80.93 and a 200-day moving average of $78.82. 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 $95.39 billion, a price-to-earnings ratio of 25.61 and a beta of 1.00.

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.