SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) is KWB Wealth’s 2nd Largest Position

KWB Wealth reduced its position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 2.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,329,636 shares of the company’s stock after selling 29,655 shares during the period. SPDR Portfolio S&P 500 ETF makes up about 11.1% of KWB Wealth’s investment portfolio, making the stock its 2nd biggest position. KWB Wealth owned approximately 0.23% of SPDR Portfolio S&P 500 ETF worth $89,764,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. ORG Wealth Partners LLC purchased a new position in SPDR Portfolio S&P 500 ETF in the third quarter worth about $33,000. Blue Trust Inc. bought a new position in shares of SPDR Portfolio S&P 500 ETF in the 3rd quarter worth approximately $31,000. Highline Wealth Partners LLC purchased a new position in shares of SPDR Portfolio S&P 500 ETF in the third quarter worth approximately $36,000. Kayne Anderson Rudnick Investment Management LLC bought a new stake in SPDR Portfolio S&P 500 ETF during the second quarter valued at approximately $49,000. Finally, Creekmur Asset Management LLC increased its holdings in SPDR Portfolio S&P 500 ETF by 3,595.2% during the third quarter. Creekmur Asset Management LLC now owns 776 shares of the company’s stock valued at $52,000 after buying an additional 755 shares during the last quarter.

SPDR Portfolio S&P 500 ETF Price Performance

Shares of SPDR Portfolio S&P 500 ETF stock opened at $68.41 on Tuesday. SPDR Portfolio S&P 500 ETF has a 1-year low of $55.26 and a 1-year high of $71.64. The company’s fifty day simple moving average is $70.07 and its 200-day simple moving average is $67.30. The stock has a market capitalization of $39.89 billion, a PE ratio of 26.64 and a beta of 1.00.

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.