Pensionmark Financial Group, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

Pensionmark Financial Group, LLC

$3.54 Billion
Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 46,654 shares of SPBO stock, worth $1.35 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

46,654

Previous 58,261 19.92%

Holding current value

$1.35 Million

Previous $1.75 Million 23.61%

% of portfolio

0.04%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$28.56 - $30.02 $331,495 - $348,442	-11,607 Reduced 19.92%	46,654 $1.34 Million
Q3 2024 Nov 25, 2024	SELL	$28.45 - $30.18 $33,855 - $35,914	-1,190 Reduced 2.0%	58,261 $1.75 Million
Q3 2024 Nov 14, 2024	BUY	$28.45 - $30.18 $223,304 - $236,882	7,849 Added 15.21%	59,451 $1.79 Million
Q2 2024 Aug 14, 2024	BUY	$28.13 - $28.99 $687,272 - $708,283	24,432 Added 89.92%	51,602 $1.48 Million
Q1 2024 May 15, 2024	BUY	$28.68 - $29.47 $779,235 - $800,699	27,170 New	27,170 $790,000

Others Institutions Holding SPBO

# of Institutions

161

Shares Held

47.4M

Call Options Held

900

Put Options Held

100

View Full List

About SPDR SER TR SPDR PORTFOLIO COR

Ticker SPBO
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Pensionmark Financial Group, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History