Goal Vest Advisory LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Goal Vest Advisory LLC holds 29 shares of SPBO stock, worth $849. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$849

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$28.56 - $30.02 $828 - $870	29 New	29 $0

Others Institutions Holding SPBO

# of Institutions

162

Shares Held

52.1M

Call Options Held

20.1K

Put Options Held

Adviser Investments LLC

13.8M
Shares

$403 Million
4.91% of portfolio
Nepc LLC Boston, MA

6.46M
Shares

$189 Million
4.97% of portfolio
Lpl Financial LLC Fort Mill, SC

3.62M
Shares

$106 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.45M
Shares

$71.7 Million
0.01% of portfolio
St Germain D J CO Inc Springfield, MA

2.42M
Shares

$70.8 Million
3.25% of portfolio

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About SPDR SER TR SPDR PORTFOLIO COR

Ticker SPBO
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