SPLG — SPDR PORTFOLIO SP 500 ETF

Ownership history in TCWP LLC · 11 quarters on record

This page tracks every 13F SEC filing in which TCWP LLC reported a position in SPDR PORTFOLIO SP 500 ETF (SPLG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

6.48% (2022 Q2)

Avg. % of fund

3.18%

First filed

2022 Q1

Last filed

2024 Q3

Quarters held

11

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2024 Q3	UNCHANGED	20,130	—	0%	3.16%	$1.3M	$66.30
2024 Q2	REDUCED	20,130	-3,220	-13.8%	3.16%	$1.3M	$62.65
2024 Q1	REDUCED	23,350	-16,235	-41.0%	3.82%	$1.4M	$60.02
2023 Q4	ADDED	39,585	+1,718	+4.5%	6.25%	$2.2M	$54.35

% of Fund (quarterly) SPLG price (monthly, adj. close)

Other funds also holding SPLG

As of 2025 Q4 — sorted by position size

Revere Asset Management, Inc 44.53% Brown Financial Advisory 3Y 42.82% Sterling Group Wealth Management, LLC 3Y 40.0% 1900 WEALTH MANAGEMENT LLC 3Y 30.62% Bauman Advisory Group, LLC 28.82% Private Wealth Group, LLC 3Y 7Y 28.59% Macco Financial Group, Inc. 28.26% USS Investment Management Ltd 3Y 7Y 24.76% Stadion Money Management, LLC 3Y 7Y 24.67% Peterson Wealth Advisors, LLC 3Y 7Y 24.57%

← Back to TCWP LLC Holdings