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 459,939 shares of SPBO stock, worth $13.3 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
459,939
Holding current value
$13.3 Million
% of portfolio
2.69%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR SPDR PORTFOLIO COR


  • Ticker SPBO
  • Sector ETFs
  • Industry ETFs
More about SPBO
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, LLC 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 Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.