Sheets Smith Wealth Management Spdr Ser Tr Spdr Portfolio Cor Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
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 8,050 shares of SPBO stock, worth $228,539. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,050
Previous 7,700
4.55%
Holding current value
$228,539
Previous $220,000
5.91%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SPBO
# of Institutions
166Shares Held
52.7MCall Options Held
20.1KPut Options Held
0-
Adviser Investments LLC13.8MShares$391 Million4.91% of portfolio
-
Nepc LLC Boston, MA6.46MShares$183 Million4.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$103 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.45MShares$69.5 Million0.01% of portfolio
-
St Germain D J CO Inc Springfield, MA2.32MShares$65.9 Million3.3% of portfolio