Balboa Wealth Partners Ssga Active Tr Spdr Ssga Us Se Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 2025
A detailed history of Balboa Wealth Partners transactions in Ssga Active Tr Spdr Ssga Us Se stock. As of the latest transaction made, Balboa Wealth Partners holds 29,710 shares of XLSR stock, worth $1.79 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
29,710
Previous 30,509
2.62%
Holding current value
$1.79 Million
Previous $1.55 Million
5.36%
% of portfolio
0.34%
Previous 0.39%
Shares
12 transactions
Others Institutions Holding XLSR
# of Institutions
119Shares Held
13.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.59MShares$277 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.91MShares$115 Million0.43% of portfolio
-
Envestnet Asset Management Inc1.64MShares$99 Million0.03% of portfolio
-
Park Avenue Securities LLC443KShares$26.8 Million0.22% of portfolio
-
Hibernia Wealth Partners, LLC Baton Rouge, LA421KShares$25.4 Million7.46% of portfolio