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

Shore Haven Wealth Partners, LLC

  • $220 Million
  • Q2 2025

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 45,694 shares of SPBO stock, worth $1.36 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
45,694
Previous 44,782 2.04%
Holding current value
$1.36 Million
Previous $1.3 Million 2.69%
% of portfolio
0.61%
Previous 0.68%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$28.18 - $29.22 $25,700 - $26,648
912 Added 2.04%
45,694 $1.34 Million
Q1 2025

May 06, 2025
BUY
$28.27 - $29.28 $6,162 - $6,383
218 Added 0.49%
44,782 $1.3 Million
Q4 2024

Jan 29, 2025
BUY
$28.56 - $30.02 $65,545 - $68,895
2,295 Added 5.43%
44,564 $1.28 Million
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
173
Shares Held
42.8M
Call Options Held
9.1K
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
Track This Portfolio

Track Shore Haven Wealth Partners, LLC Portfolio

Follow Shore Haven Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email