Purchases and Sales Made in Q1 2022 in Spdr Ser Tr Spdr Portfolio Cor (SPBO)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Cor (SPBO) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO COR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
667K+ 488.92% |
$21M - $23M
|
803K
$23.4M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
120K+ 17.48% |
$3.77M - $4.13M
|
803K
$23.4M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
109K+ 80.64% |
$3.43M - $3.76M
|
244K
$7.09M
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
54.3K+ 22.7% |
$1.71M - $1.87M
|
293K
$8.53M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.7K+ 65.97% |
$1.57M - $1.72M
|
125K
$3.63M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
37.4K+ 402.43% |
$1.18M - $1.29M
|
46.7K
$1.36M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.31K+ 5.98% |
$231K - $252K
|
129K
$3.76M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.88K+ 17.88% |
$217K - $238K
|
45.4K
$1.32M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
6.06K+ 4.16% |
$191K - $209K
|
152K
$4.4M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.48K+ 82.14% |
$110K - $120K
|
7.71K
$224K
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.01K+ 306.82% |
$95K - $104K
|
4K
$116K
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.86K+ 15.46% |
$58.7K - $64.2K
|
13.9K
$404K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.37K+ 5.34% |
$43.2K - $47.3K
|
27K
$786K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
769New |
$24.3K - $26.6K
|
769
$22.4K
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
751+ 10.2% |
$23.7K - $25.9K
|
8.12K
$236K
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
658+ 1.43% |
$20.8K - $22.7K
|
46.6K
$1.35M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
370+ 142.31% |
$11.7K - $12.8K
|
630
$18.3K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
154New |
$4.86K - $5.32K
|
154
$4.48K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
111+ 0.55% |
$3.5K - $3.83K
|
20.2K
$587K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$3.15K - $3.45K
|
100
$2.91K
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
39+ 3.3% |
$1.23K - $1.35K
|
1.22K
$35.5K
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2+ 0.52% |
$63.1 - $69.1
|
386
$11.2K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.47% |
$31.5 - $34.5
|
213
$6.19K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-95Closed |
$3K - $3.28K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-98- 0.49% |
$3.09K - $3.38K
|
19.9K
$580K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-154Closed |
$4.86K - $5.32K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-372- 2.24% |
$11.7K - $12.8K
|
16.3K
$473K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-397Closed |
$12.5K - $13.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-925Closed |
$29.2K - $31.9K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.01K- 3.01% |
$31.8K - $34.8K
|
32.4K
$942K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.2K- 4.36% |
$37.8K - $41.4K
|
26.3K
$765K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.92KClosed |
$60.5K - $66.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.17K- 3.22% |
$100K - $110K
|
95.5K
$2.78M
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-3.95K- 2.28% |
$125K - $136K
|
169K
$4.92M
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.67K- 34.44% |
$147K - $161K
|
8.88K
$258K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.69K- 41.33% |
$148K - $162K
|
6.66K
$194K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.95K- 52.08% |
$156K - $171K
|
4.55K
$132K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.81KClosed |
$183K - $201K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.29KClosed |
$198K - $217K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.47K- 21.75% |
$204K - $224K
|
23.3K
$677K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.9K- 28.6% |
$218K - $238K
|
17.2K
$501K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.23K- 2.17% |
$228K - $250K
|
326K
$9.49M
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-7.37KClosed |
$233K - $255K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-8.45KClosed |
$267K - $292K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-8.65K- 14.36% |
$273K - $299K
|
51.6K
$1.5M
|
|
May 16, 2022
Q1 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-9.9K- 0.9% |
$312K - $342K
|
1.09M
$31.6M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.8K- 13.34% |
$340K - $372K
|
70K
$2.04M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11KClosed |
$345K - $378K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 51.67% |
$370K - $405K
|
11K
$319K
|