Adviser Investments LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

Adviser Investments LLC

$7.85 Billion
Q2 2025

A detailed history of Adviser Investments LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Adviser Investments LLC holds 1,399,638 shares of SPBO stock, worth $40.8 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

1,399,638

Previous 7,601,785 81.59%

Holding current value

$40.8 Million

Previous $221 Million 81.47%

% of portfolio

0.52%

Previous 2.81%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$28.18 - $29.22 $175 Million - $181 Million	-6,202,147 Reduced 81.59%	1,399,638 $40.9 Million
Q1 2025 May 13, 2025	SELL	$28.27 - $29.28 $175 Million - $181 Million	-6,176,449 Reduced 44.83%	7,601,785 $221 Million
Q4 2024 Feb 12, 2025	BUY	$28.56 - $30.02 $11.2 Million - $11.7 Million	390,898 Added 2.92%	13,778,234 $395 Million
Q3 2024 Nov 08, 2024	BUY	$28.45 - $30.18 $4.77 Million - $5.06 Million	167,590 Added 1.27%	13,387,336 $402 Million
Q2 2024 Aug 12, 2024	BUY	$28.13 - $28.99 $7.45 Million - $7.67 Million	264,735 Added 2.04%	13,219,746 $379 Million
Q1 2024 Apr 29, 2024	BUY	$28.68 - $29.47 $7.38 Million - $7.58 Million	257,338 Added 2.03%	12,955,011 $377 Million
Q4 2023 Feb 01, 2024	BUY	$26.77 - $29.6 $67.6 Million - $74.7 Million	2,524,010 Added 24.81%	12,697,673 $373 Million
Q3 2023 Oct 11, 2023	BUY	$27.56 - $28.96 $280 Million - $295 Million	10,173,663 New	10,173,663 $281 Million

Others Institutions Holding SPBO

# of Institutions

171

Shares Held

41.3M

Call Options Held

9.1K

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO COR

Ticker SPBO
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Adviser Investments LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History