A detailed history of Congress Wealth Management LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,128,340 shares of SPBO stock, worth $32.7 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
1,128,340
Previous 1,134,341 0.53%
Holding current value
$32.7 Million
Previous $32.6 Million 4.08%
% of portfolio
0.47%
Previous 0.53%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$28.45 - $30.18 $170,728 - $181,110
-6,001 Reduced 0.53%
1,128,340 $33.9 Million
Q2 2024

Aug 13, 2024

SELL
$28.13 - $28.99 $87,512 - $90,187
-3,111 Reduced 0.27%
1,134,341 $32.6 Million
Q1 2024

Apr 18, 2024

BUY
$28.68 - $29.47 $438,431 - $450,507
15,287 Added 1.36%
1,137,452 $33.1 Million
Q4 2023

Feb 09, 2024

SELL
$26.77 - $29.6 $655,142 - $724,400
-24,473 Reduced 2.13%
1,122,165 $33 Million
Q3 2023

Oct 30, 2023

SELL
$27.56 - $28.96 $12.7 Million - $13.3 Million
-459,887 Reduced 28.63%
1,146,638 $31.6 Million
Q2 2023

Jul 13, 2023

SELL
$28.44 - $29.46 $998,386 - $1.03 Million
-35,105 Reduced 2.14%
1,606,525 $46.4 Million
Q1 2023

Apr 14, 2023

SELL
$28.24 - $29.83 $17.1 Million - $18.1 Million
-605,591 Reduced 26.95%
1,641,630 $48 Million
Q4 2022

Feb 02, 2023

BUY
$26.99 - $29.37 $30.1 Million - $32.7 Million
1,113,675 Added 98.25%
2,247,221 $63.8 Million
Q3 2022

Nov 08, 2022

BUY
$27.57 - $30.56 $4.09 Million - $4.53 Million
148,349 Added 15.06%
1,133,546 $31.5 Million
Q2 2022

Aug 11, 2022

BUY
$28.93 - $32.12 $26.9 Million - $29.9 Million
929,522 Added 1669.55%
985,197 $29.1 Million
Q1 2022

May 16, 2022

SELL
$31.54 - $34.53 $885,517 - $969,464
-28,076 Reduced 33.52%
55,675 $1.78 Million
Q4 2021

Feb 04, 2022

BUY
$34.61 - $35.48 $2.9 Million - $2.97 Million
83,751 New
83,751 $2.92 Million

Others Institutions Holding SPBO

About SPDR SER TR SPDR PORTFOLIO COR


  • Ticker SPBO
  • Sector ETFs
  • Industry ETFs
More about SPBO
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