Summit Financial Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 916,928 shares of SPBO stock, worth $27.1 Million. This represents 4.47% of its overall portfolio holdings.

Number of Shares
916,928
Previous 795,071 15.33%
Holding current value
$27.1 Million
Previous $23.2 Million 17.3%
% of portfolio
4.47%
Previous 4.3%

Shares

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

Oct 03, 2025
BUY
$28.77 - $29.79 $3.51 Million - $3.63 Million
121,857 Added 15.33%
916,928 $27.3 Million
Q2 2025

Sep 29, 2025
BUY
$28.18 - $29.22 $1.73 Million - $1.79 Million
61,264 Added 8.35%
795,071 $23.2 Million
Q1 2025

May 14, 2025
BUY
$28.27 - $29.28 $7.74 Million - $8.02 Million
273,868 Added 59.54%
733,807 $21.3 Million
Q4 2024

Feb 13, 2025
BUY
$28.56 - $30.02 $13.1 Million - $13.8 Million
459,939 New
459,939 $13.2 Million

Others Institutions Holding SPBO

# of Institutions
173
Shares Held
42M
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
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