National Wealth Management Group, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

National Wealth Management Group, LLC

  • $289 Billion
  • Q4 2025

A detailed history of National Wealth Management Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, National Wealth Management Group, LLC holds 20,134 shares of SPBO stock, worth $590,932. This represents 0.2% of its overall portfolio holdings.

Number of Shares
20,134
Previous 28,884 30.29%
Holding current value
$590,932
Previous $856 Million 30.97%
% of portfolio
0.2%
Previous 0.32%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$29.35 - $29.93 $256,812 - $261,887
-8,750 Reduced 30.29%
20,134 $591 Million
Q3 2025

Oct 31, 2025
BUY
$28.77 - $29.79 $67,120 - $69,500
2,333 Added 8.79%
28,884 $856 Million
Q2 2025

Sep 25, 2025
BUY
$28.18 - $29.22 $18,147 - $18,817
644 Added 2.49%
26,551 $776 Million
Q1 2025

May 15, 2025
BUY
$28.27 - $29.28 $151,894 - $157,321
5,373 Added 26.17%
25,907 $752 Million
Q4 2024

Feb 12, 2025
BUY
$28.56 - $30.02 $65,002 - $68,325
2,276 Added 12.47%
20,534 $588 Million
Q3 2024

Nov 13, 2024
BUY
$28.45 - $30.18 $80,143 - $85,017
2,817 Added 18.24%
18,258 $548 Million
Q2 2024

Aug 09, 2024
BUY
$28.13 - $28.99 $70,943 - $73,112
2,522 Added 19.52%
15,441 $443 Million
Q1 2024

May 17, 2024
SELL
$28.68 - $29.47 $36,079 - $37,073
-1,258 Reduced 8.87%
12,919 $376 Million
Q4 2023

Feb 01, 2024
BUY
$26.77 - $29.6 $88,180 - $97,502
3,294 Added 30.27%
14,177 $417 Million
Q3 2023

Nov 13, 2023
BUY
$27.56 - $28.96 $6,972 - $7,326
253 Added 2.38%
10,883 $300 Million
Q2 2023

Aug 09, 2023
BUY
$28.44 - $29.46 $302,317 - $313,159
10,630 New
10,630 $302 Million

Others Institutions Holding SPBO

# of Institutions
193
Shares Held
46.1M
Call Options Held
42.7K
Put Options Held
312K
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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