Balboa Wealth Partners Ssga Active Tr Spdr Ssga Fixed Transaction History

Balboa Wealth Partners

$398 Million
Q1 2025

A detailed history of Balboa Wealth Partners transactions in Ssga Active Tr Spdr Ssga Fixed stock. As of the latest transaction made, Balboa Wealth Partners holds 79,904 shares of FISR stock, worth $2.05 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

79,904

Previous 72,978 9.49%

Holding current value

$2.05 Million

Previous $1.85 Million 11.73%

% of portfolio

0.52%

Previous 0.44%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$25.06 - $25.98 $173,565 - $179,937	6,926 Added 9.49%	79,904 $2.07 Million
Q4 2024 Feb 10, 2025	SELL	$25.26 - $26.59 $242,268 - $255,024	-9,591 Reduced 11.62%	72,978 $1.85 Million
Q3 2024 Nov 06, 2024	BUY	$25.19 - $26.77 $288,904 - $307,025	11,469 Added 16.13%	82,569 $2.2 Million
Q2 2024 Aug 13, 2024	SELL	$24.84 - $25.72 $5,340 - $5,529	-215 Reduced 0.3%	71,100 $1.81 Million
Q1 2024 May 13, 2024	BUY	$25.29 - $26.01 $457,445 - $470,468	18,088 Added 33.98%	71,315 $1.83 Million
Q4 2023 Feb 09, 2024	BUY	$24.08 - $26.15 $51,796 - $56,248	2,151 Added 4.21%	53,227 $1.38 Million
Q3 2023 Oct 23, 2023	SELL	$24.65 - $26.0 $58,469 - $61,672	-2,372 Reduced 4.44%	51,076 $1.26 Million
Q2 2023 Aug 08, 2023	BUY	$25.68 - $26.61 $105,467 - $109,287	4,107 Added 8.32%	53,448 $1.38 Million
Q1 2023 May 11, 2023	SELL	$25.35 - $26.69 $13,486 - $14,199	-532 Reduced 1.07%	49,341 $1.3 Million
Q4 2022 Feb 14, 2023	BUY	$24.8 - $26.46 $754,217 - $804,701	30,412 Added 156.27%	49,873 $1.28 Million
Q3 2022 Jan 04, 2023	BUY	$25.31 - $27.85 $492,557 - $541,988	19,461 New	19,461 $497,000

Others Institutions Holding FISR

# of Institutions

Shares Held

12.4M

Call Options Held

Put Options Held

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About SSGA ACTIVE TR SPDR SSGA FIXED

Ticker FISR
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Balboa Wealth Partners Ssga Active Tr Spdr Ssga Fixed Transaction History