Sheets Smith Wealth Management Spdr Ser Tr Spdr Portfolio Cor Transaction History

Sheets Smith Wealth Management

  • $802 Million
  • Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Sheets Smith Wealth Management holds 7,700 shares of SPBO stock, worth $222,838. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,700
Previous 6,800 13.24%
Holding current value
$222,838
Previous $204,000 7.84%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$28.56 - $30.02 $25,704 - $27,018
900 Added 13.24%
7,700 $220,000
Q3 2024

Nov 01, 2024
BUY
$28.45 - $30.18 $193,460 - $205,224
6,800 New
6,800 $204,000
Q3 2023

Oct 23, 2023
BUY
$27.56 - $28.96 $157,092 - $165,072
5,700 New
5,700 $157,000

Others Institutions Holding SPBO

# of Institutions
163
Shares Held
52.2M
Call Options Held
20.1K
Put Options Held
0
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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