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

National Wealth Management Group, LLC

$150 Billion
Q4 2024

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 20,534 shares of SPBO stock, worth $593,227. This represents 0.39% of its overall portfolio holdings.

Number of Shares

20,534

Previous 18,258 12.47%

Holding current value

$593,227

Previous $548 Million 7.26%

% of portfolio

0.39%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

161

Shares Held

47.4M

Call Options Held

900

Put Options Held

100

View Full List

About SPDR SER TR SPDR PORTFOLIO COR

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