A detailed history of Creative Planning transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Creative Planning holds 8,864 shares of SPBO stock, worth $254,219. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,864
Previous 10,458 15.24%
Holding current value
$254,219
Previous $300,000 11.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

SELL
$28.45 - $30.18 $45,349 - $48,106
-1,594 Reduced 15.24%
8,864 $266,000
Q2 2024

Aug 15, 2024

BUY
$28.13 - $28.99 $49,621 - $51,138
1,764 Added 20.29%
10,458 $300,000
Q1 2024

May 10, 2024

SELL
$28.68 - $29.47 $2,552 - $2,622
-89 Reduced 1.01%
8,694 $253,000
Q4 2023

Feb 14, 2024

BUY
$26.77 - $29.6 $19,836 - $21,933
741 Added 9.21%
8,783 $258,000
Q3 2023

Nov 16, 2023

BUY
$27.56 - $28.96 $221,637 - $232,896
8,042 New
8,042 $221,000
Q4 2022

Feb 10, 2023

BUY
$26.99 - $29.37 $235,811 - $256,605
8,737 New
8,737 $247,000

Others Institutions Holding SPBO

About SPDR SER TR SPDR PORTFOLIO COR


  • Ticker SPBO
  • Sector ETFs
  • Industry ETFs
More about SPBO
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Creative Planning with notifications on news.