Wealthsource Partners, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Wealthsource Partners, LLC holds 37,408 shares of SPBO stock, worth $1.1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
37,408
Previous 23,624 58.35%
Holding current value
$1.1 Million
Previous $651,000 68.97%
% of portfolio
0.07%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$26.77 - $29.6 $368,997 - $408,006
13,784 Added 58.35%
37,408 $1.1 Million
Q3 2023

Nov 09, 2023
SELL
$27.56 - $28.96 $474,307 - $498,401
-17,210 Reduced 42.15%
23,624 $651,000
Q2 2023

Aug 14, 2023
BUY
$28.44 - $29.46 $63,620 - $65,902
2,237 Added 5.8%
40,834 $1.18 Million
Q1 2023

May 15, 2023
BUY
$28.24 - $29.83 $1.09 Million - $1.15 Million
38,597 New
38,597 $1.13 Million

Others Institutions Holding SPBO

# of Institutions
191
Shares Held
46.4M
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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