SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) Position Boosted by Wells Financial Advisors INC

Wells Financial Advisors INC increased its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 4.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,005 shares of the company’s stock after buying an additional 590 shares during the quarter. SPDR Portfolio S&P 500 ETF comprises 1.4% of Wells Financial Advisors INC’s portfolio, making the stock its 24th largest holding. Wells Financial Advisors INC’s holdings in SPDR Portfolio S&P 500 ETF were worth $987,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Commonwealth Equity Services LLC lifted its position in SPDR Portfolio S&P 500 ETF by 10.6% in the first quarter. Commonwealth Equity Services LLC now owns 1,159,497 shares of the company’s stock worth $76,249,000 after purchasing an additional 111,085 shares during the period. Blair William & Co. IL boosted its stake in SPDR Portfolio S&P 500 ETF by 9.7% during the 1st quarter. Blair William & Co. IL now owns 102,188 shares of the company’s stock valued at $6,720,000 after purchasing an additional 9,005 shares in the last quarter. Prairieview Wealth Partners LLC boosted its stake in SPDR Portfolio S&P 500 ETF by 8.1% during the 1st quarter. Prairieview Wealth Partners LLC now owns 4,036 shares of the company’s stock valued at $265,000 after purchasing an additional 303 shares in the last quarter. Tandem Investment Partners LLC bought a new position in SPDR Portfolio S&P 500 ETF during the 1st quarter valued at $5,836,000. Finally, Quantum Financial Planning Services Inc. boosted its stake in SPDR Portfolio S&P 500 ETF by 4.2% during the 1st quarter. Quantum Financial Planning Services Inc. now owns 444,516 shares of the company’s stock valued at $29,231,000 after purchasing an additional 17,794 shares in the last quarter.

SPDR Portfolio S&P 500 ETF Stock Performance

Shares of NYSEARCA SPLG opened at $73.15 on Monday. The stock has a fifty day moving average price of $72.06 and a two-hundred day moving average price of $68.97. The firm has a market cap of $76.49 billion, a P/E ratio of 25.61 and a beta of 1.00. SPDR Portfolio S&P 500 ETF has a 1 year low of $56.67 and a 1 year high of $75.28.

About SPDR Portfolio S&P 500 ETF

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.