Geo Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$31.54 - $34.53 $29,174 - $31,940	-925 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$34.61 - $35.48 $99,469 - $101,969	-2,874 Reduced 75.65%	925 $32,000
Q3 2021 Nov 12, 2021	SELL	$35.1 - $35.84 $547,209 - $558,745	-15,590 Reduced 80.41%	3,799 $133,000
Q2 2021 Aug 17, 2021	BUY	$34.41 - $35.39 $8,740 - $8,989	254 Added 1.33%	19,389 $686,000
Q1 2021 May 13, 2021	SELL	$34.06 - $36.08 $267,166 - $283,011	-7,844 Reduced 29.07%	19,135 $659,000
Q4 2020 Feb 12, 2021	BUY	$35.21 - $36.26 $391,992 - $403,682	11,133 Added 70.26%	26,979 $976,000
Q3 2020 Nov 13, 2020	BUY	$35.27 - $36.37 $303,251 - $312,709	8,598 Added 118.63%	15,846 $561,000
Q2 2020 Aug 14, 2020	BUY	$32.09 - $35.22 $232,588 - $255,274	7,248 New	7,248 $255,000

Others Institutions Holding SPBO

# of Institutions

155

Shares Held

43.7M

Call Options Held

900

Put Options Held

100

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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.