Financial Advocates Investment Management Spdr Ser Tr Spdr Portfolio Cor Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Financial Advocates Investment Management holds 40,424 shares of SPBO stock, worth $1.18 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
40,424
Previous 37,653 7.36%
Holding current value
$1.18 Million
Previous $1.13 Million 2.39%
% of portfolio
0.07%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$28.56 - $30.02 $79,139 - $83,185
2,771 Added 7.36%
40,424 $1.16 Million
Q3 2024

Oct 25, 2024
BUY
$28.45 - $30.18 $52,348 - $55,531
1,840 Added 5.14%
37,653 $1.13 Million
Q2 2024

Jul 26, 2024
BUY
$28.13 - $28.99 $1,181 - $1,217
42 Added 0.12%
35,813 $1.03 Million
Q1 2024

May 01, 2024
BUY
$28.68 - $29.47 $35,964 - $36,955
1,254 Added 3.63%
35,771 $1.04 Million
Q4 2023

Feb 08, 2024
BUY
$26.77 - $29.6 $30,892 - $34,158
1,154 Added 3.46%
34,517 $1.02 Million
Q3 2023

Oct 27, 2023
BUY
$27.56 - $28.96 $68,817 - $72,313
2,497 Added 8.09%
33,363 $920,000
Q2 2023

Aug 07, 2023
BUY
$28.44 - $29.46 $63,762 - $66,049
2,242 Added 7.83%
30,866 $891,000
Q1 2023

May 11, 2023
BUY
$28.24 - $29.83 $81,726 - $86,328
2,894 Added 11.25%
28,624 $837,000
Q4 2022

Feb 14, 2023
BUY
$26.99 - $29.37 $694,452 - $755,690
25,730 New
25,730 $730,000
Q2 2022

Aug 12, 2022
SELL
$28.93 - $32.12 $2.03 Million - $2.25 Million
-70,040 Closed
0 $0
Q1 2022

May 11, 2022
SELL
$31.54 - $34.53 $340,127 - $372,371
-10,784 Reduced 13.34%
70,040 $2.24 Million
Q4 2021

Feb 14, 2022
BUY
$34.61 - $35.48 $126,637 - $129,821
3,659 Added 4.74%
80,824 $2.81 Million
Q3 2021

Nov 04, 2021
BUY
$35.1 - $35.84 $231,238 - $236,113
6,588 Added 9.33%
77,165 $2.71 Million
Q2 2021

Aug 03, 2021
SELL
$34.41 - $35.39 $22,469 - $23,109
-653 Reduced 0.92%
70,577 $2.5 Million
Q1 2021

May 10, 2021
SELL
$34.06 - $36.08 $15,054 - $15,947
-442 Reduced 0.62%
71,230 $2.45 Million
Q4 2020

Feb 12, 2021
BUY
$35.21 - $36.26 $2.49 Million - $2.57 Million
70,790 Added 8026.08%
71,672 $2.6 Million
Q4 2018

Feb 14, 2019
SELL
$26.39 - $26.97 $22,642 - $23,140
-858 Reduced 49.31%
882 $0
Q3 2018

Nov 14, 2018
BUY
$26.72 - $27.07 $46,492 - $47,101
1,740 New
1,740 $0

Others Institutions Holding SPBO

# of Institutions
162
Shares Held
52.1M
Call Options Held
20.1K
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 Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management 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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email