Shore Haven Wealth Partners, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

Shore Haven Wealth Partners, LLC

$202 Million
Q3 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 42,269 shares of SPBO stock, worth $1.22 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

42,269

Previous 108,956 61.21%

Holding current value

$1.22 Million

Previous $3.13 Million 59.42%

% of portfolio

0.63%

Previous 1.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$28.45 - $30.18 $1.9 Million - $2.01 Million	-66,687 Reduced 61.21%	42,269 $1.27 Million
Q2 2024 Jul 24, 2024	SELL	$28.13 - $28.99 $557,339 - $574,378	-19,813 Reduced 15.39%	108,956 $3.13 Million
Q1 2024 May 02, 2024	BUY	$28.68 - $29.47 $73,363 - $75,384	2,558 Added 2.03%	128,769 $3.75 Million
Q4 2023 Feb 06, 2024	BUY	$26.77 - $29.6 $1.64 Million - $1.82 Million	61,378 Added 94.67%	126,211 $3.71 Million
Q3 2023 Oct 24, 2023	SELL	$27.56 - $28.96 $1.42 Million - $1.49 Million	-51,546 Reduced 44.29%	64,833 $1.79 Million
Q2 2023 Jul 19, 2023	SELL	$28.44 - $29.46 $141,545 - $146,622	-4,977 Reduced 4.1%	116,379 $3.36 Million
Q1 2023 Apr 14, 2023	BUY	$28.24 - $29.83 $3.43 Million - $3.62 Million	121,356 New	121,356 $3.55 Million

Others Institutions Holding SPBO

# of Institutions

155

Shares Held

43.7M

Call Options Held

900

Put Options Held

100

View Full List

About SPDR SER TR SPDR PORTFOLIO COR

Ticker SPBO
Sector ETFs
Industry ETFs

More about SPBO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Account

Shore Haven Wealth Partners, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History