National Wealth Management Group, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

National Wealth Management Group, LLC

  • $152 Billion
  • Q1 2025

A detailed history of National Wealth Management Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, National Wealth Management Group, LLC holds 25,907 shares of SPBO stock, worth $755,707. This represents 0.49% of its overall portfolio holdings.

Number of Shares
25,907
Previous 20,534 26.17%
Holding current value
$755,707
Previous $588 Million 27.89%
% of portfolio
0.49%
Previous 0.39%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$28.27 - $29.28 $151,894 - $157,321
5,373 Added 26.17%
25,907 $752 Million
Q4 2024

Feb 12, 2025
BUY
$28.56 - $30.02 $65,002 - $68,325
2,276 Added 12.47%
20,534 $588 Million
Q3 2024

Nov 13, 2024
BUY
$28.45 - $30.18 $80,143 - $85,017
2,817 Added 18.24%
18,258 $548 Million
Q2 2024

Aug 09, 2024
BUY
$28.13 - $28.99 $70,943 - $73,112
2,522 Added 19.52%
15,441 $443 Million
Q1 2024

May 17, 2024
SELL
$28.68 - $29.47 $36,079 - $37,073
-1,258 Reduced 8.87%
12,919 $376 Million
Q4 2023

Feb 01, 2024
BUY
$26.77 - $29.6 $88,180 - $97,502
3,294 Added 30.27%
14,177 $417 Million
Q3 2023

Nov 13, 2023
BUY
$27.56 - $28.96 $6,972 - $7,326
253 Added 2.38%
10,883 $300 Million
Q2 2023

Aug 09, 2023
BUY
$28.44 - $29.46 $302,317 - $313,159
10,630 New
10,630 $302 Million

Others Institutions Holding SPBO

# of Institutions
173
Shares Held
39.6M
Call Options Held
17.2K
Put Options Held
12.2K
View Full List

About SPDR SER TR SPDR PORTFOLIO COR

SPBO Quotes by TradingView
  • Ticker SPBO
  • Sector ETFs
  • Industry ETFs
More about SPBO
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