Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
625K+ 192.46% |
$17.7M - $18.6M
|
950K
$27.2M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
579K+ 145.85% |
$16.3M - $17.3M
|
975K
$27.9M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
472K+ 38.08% |
$13.3M - $14.1M
|
1.71M
$48.9M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
206KNew |
$5.83M - $6.16M
|
206K
$5.9M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
163K+ 47.62% |
$4.6M - $4.86M
|
505K
$14.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
141KNew |
$3.99M - $4.22M
|
141K
$4.04M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
136K+ 306.14% |
$3.84M - $4.06M
|
180K
$5.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
121KNew |
$3.43M - $3.62M
|
121K
$3.47M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
118KNew |
$3.32M - $3.51M
|
118K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
113KNew |
$3.2M - $3.38M
|
113K
$3.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
93.8KNew |
$2.65M - $2.8M
|
93.8K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
89.6K+ 142.75% |
$2.53M - $2.67M
|
152K
$4.36M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
61.2K+ 30.54% |
$1.73M - $1.83M
|
262K
$7.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
58.4KNew |
$1.65M - $1.74M
|
58.4K
$1.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
56.8K+ 547.17% |
$1.61M - $1.7M
|
67.2K
$1.92M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
44.8K+ 1082.73% |
$1.27M - $1.34M
|
49K
$1.4M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
42.9K+ 43.62% |
$1.21M - $1.28M
|
141K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.7K+ 16.07% |
$1.21M - $1.27M
|
309K
$8.83M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.8KNew |
$1.15M - $1.22M
|
40.8K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
38.6KNew |
$1.09M - $1.15M
|
38.6K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.5K+ 10.81% |
$918K - $970K
|
333K
$9.53M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
29.6KNew |
$835K - $882K
|
29.6K
$846K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
27.3KNew |
$771K - $814K
|
27.3K
$781K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
26.6KNew |
$751K - $794K
|
26.6K
$761K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
23.3K+ 3.71% |
$658K - $695K
|
651K
$18.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
20.8K+ 25.66% |
$588K - $621K
|
102K
$2.91M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.3KNew |
$573K - $606K
|
20.3K
$580K
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
19.6KNew |
$554K - $586K
|
19.6K
$561K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18.5K+ 252.91% |
$524K - $553K
|
25.9K
$740K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.7K+ 39.33% |
$470K - $497K
|
59K
$1.69M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.6KNew |
$469K - $495K
|
16.6K
$474K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16.3K+ 22.53% |
$460K - $486K
|
88.7K
$2.53M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.8K+ 26.66% |
$391K - $413K
|
65.7K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 87.28% |
$307K - $325K
|
23.3K
$668K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10.8KNew |
$305K - $322K
|
10.8K
$309K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
10.2K+ 1.62% |
$287K - $303K
|
635K
$18.2M
|
|
|
May 05, 2023
Q1 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
10.1KNew |
$285K - $301K
|
10.1K
$289K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.64KNew |
$272K - $288K
|
9.64K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.35K+ 41.22% |
$264K - $279K
|
32K
$915K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
9.28K+ 4.46% |
$262K - $277K
|
217K
$6.21M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9.19K+ 25.98% |
$259K - $274K
|
44.6K
$1.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
5.24K+ 181.13% |
$148K - $156K
|
8.14K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.25K+ 10.71% |
$120K - $127K
|
44K
$1.26M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.87K+ 14.24% |
$109K - $115K
|
31K
$888K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.43K+ 14.42% |
$96.7K - $102K
|
27.2K
$777K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.4K+ 19.01% |
$96.1K - $102K
|
21.3K
$609K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.11KNew |
$87.9K - $92.8K
|
3.11K
$89K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.89K+ 11.25% |
$81.7K - $86.3K
|
28.6K
$818K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.84K+ 16.64% |
$80.2K - $84.7K
|
19.9K
$569K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.27K+ 3333.82% |
$64K - $67.6K
|
2.34K
$66.8K
|