National Wealth Management Group, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

National Wealth Management Group, LLC

$148 Billion
Q3 2024

A detailed history of National Wealth Management Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, National Wealth Management Group, LLC holds 18,258 shares of SPBO stock, worth $528,934. This represents 0.37% of its overall portfolio holdings.

Number of Shares

18,258

Previous 15,441 18.24%

Holding current value

$528,934

Previous $443 Million 23.72%

% of portfolio

0.37%

Previous 0.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$28.45 - $30.18 $80,143 - $85,017	2,817 Added 18.24%	18,258 $548 Million
Q2 2024 Aug 09, 2024	BUY	$28.13 - $28.99 $70,943 - $73,112	2,522 Added 19.52%	15,441 $443 Million
Q1 2024 May 17, 2024	SELL	$28.68 - $29.47 $36,079 - $37,073	-1,258 Reduced 8.87%	12,919 $376 Million
Q4 2023 Feb 01, 2024	BUY	$26.77 - $29.6 $88,180 - $97,502	3,294 Added 30.27%	14,177 $417 Million
Q3 2023 Nov 13, 2023	BUY	$27.56 - $28.96 $6,972 - $7,326	253 Added 2.38%	10,883 $300 Million
Q2 2023 Aug 09, 2023	BUY	$28.44 - $29.46 $302,317 - $313,159	10,630 New	10,630 $302 Million

Others Institutions Holding SPBO

# of Institutions

147

Shares Held

42.3M

Call Options Held

1.5K

Put Options Held

7.2K

View Full List

About SPDR SER TR SPDR PORTFOLIO COR

Ticker SPBO
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National Wealth Management Group, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History