Adviser Investments LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

Adviser Investments LLC

$7.85 Billion
Q1 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 7,601,785 shares of SPBO stock, worth $221 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

7,601,785

Previous 13,778,234 44.83%

Holding current value

$221 Million

Previous $395 Million 44.08%

% of portfolio

2.81%

Previous 4.91%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

177

Shares Held

46.6M

Call Options Held

17.2K

Put Options Held

12.2K

View Full List

About SPDR SER TR SPDR PORTFOLIO COR

Ticker SPBO
Sector ETFs
Industry ETFs

More about SPBO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.

Account

Adviser Investments LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History