Back to RWA WEALTH PARTNERS, LLC RWA WEALTH PARTNERS, LLC

SPBOSPBO
12 quarters

Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in SPDR SERIES TRUST

RWA WEALTH PARTNERS, LLC holds 828,567 shares of SPBO (SPDR SERIES TRUST), worth $24.1M as of 2026-Q2. The position was decreased (-12.9% shares). SPBO represents 0.2% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$24.1M

Current Shares

828,567

Total Value Change

-$256.5M

Total Shares Change

-9.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
828,567
-12.9%
$24.1M0.2%$28.79
0
2026-Q1
Decreased
951,457
-9.3%
$27.6M0.3%$28.42
0
2025-Q4
Decreased
1M
-9.6%
$30.8M0.3%$28.48
0
2025-Q3
Decreased
1.2M
-17.1%
$34.4M0.4%$28.29
0
2025-Q2
Decreased
1.4M
-81.6%
$40.9M0.5%$27.54
0
2025-Q1
Decreased
7.6M
-44.8%
$220.7M2.8%$27.01
0
2024-Q4
Increased
13.8M
+2.9%
$394.6M4.9%$26.41
59
2024-Q3
Increased
13.4M
+1.3%
$402M5.0%$27.23
61
2024-Q2
Increased
13.2M
+2.0%
$379.4M5.0%$25.68
62
2024-Q1
Increased
13M
+2.0%
$377.1M5.1%$25.71
62
2023-Q4
Increased
12.7M
+24.8%
$373.4M5.3%$25.75
74
2023-Q3
New
10.2M
-
$280.6M6.1%$23.73
95

Other major holders of SPBO: AMERIPRISE FINANCIAL INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used