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

Summit Financial Wealth Advisors, LLC

  • $495 Million
  • Q1 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 733,807 shares of SPBO stock, worth $21.4 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares
733,807
Previous 459,939 59.54%
Holding current value
$21.4 Million
Previous $13.2 Million 61.72%
% of portfolio
4.31%
Previous 2.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
171
Shares Held
41.3M
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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