Next Level Wealth Planning, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

Next Level Wealth Planning, LLC

  • $177 Billion
  • Q3 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 9,210 shares of SPBO stock, worth $270,313. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,210
Previous 9,119 1.0%
Holding current value
$270,313
Previous $266 Million 2.4%
% of portfolio
0.15%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$28.77 - $29.79 $2,618 - $2,710
91 Added 1.0%
9,210 $273 Million
Q2 2025

Jul 22, 2025
BUY
$28.18 - $29.22 $2,536 - $2,629
90 Added 1.0%
9,119 $266 Million
Q1 2025

May 06, 2025
BUY
$28.27 - $29.28 $255,249 - $264,369
9,029 New
9,029 $262 Million

Others Institutions Holding SPBO

# of Institutions
191
Shares Held
46.4M
Call Options Held
42.7K
Put Options Held
312K
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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