Purchases and Sales Made in Q1 2024 in Spdr Ser Tr Spdr Portfolio Cor (SPBO)

SPBO Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Cor (SPBO) during Q1 2024. 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 06, 2024 Q1 2024
Assetmark, Inc

BUY
 -
1.05M
New
$30.1M - $30.9M
1.05M $30.5M
Apr 15, 2024 Q1 2024
Procyon Advisors, LLC

BUY
 -
862K
New
$24.7M - $25.4M
862K $25.1M
May 15, 2024 Q1 2024
Zacks Investment Management

Chicago, IL
BUY
 -
265K
New
$7.61M - $7.82M
265K $7.71M
Apr 29, 2024 Q1 2024
Adviser Investments LLC

BUY
 -
257K
+ 2.03%
$7.38M - $7.58M
13M $377M
May 15, 2024 Q1 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
248K
+ 12.09%
$7.12M - $7.32M
2.3M $66.9M
Apr 23, 2024 Q1 2024
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
215K
New
$6.16M - $6.33M
215K $6.25M
May 15, 2024 Q1 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
214K
+ 41.16%
$6.15M - $6.32M
736K $21.4M
May 13, 2024 Q1 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
157K
+ 21.93%
$4.5M - $4.63M
873K $25.4M
May 03, 2024 Q1 2024
Great Valley Advisor Group, Inc.

BUY
 -
151K
+ 35.76%
$4.32M - $4.44M
571K $16.6M
May 15, 2024 Q1 2024
Ae Wealth Management LLC

BUY
 -
140K
+ 16.78%
$4.01M - $4.12M
974K $28.3M
Apr 24, 2024 Q1 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
127K
+ 501.23%
$3.65M - $3.75M
153K $4.44M
Apr 22, 2024 Q1 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
125K
+ 1058.13%
$3.6M - $3.7M
137K $3.99M
Apr 11, 2024 Q1 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
118K
New
$3.38M - $3.48M
118K $3.43M
May 13, 2024 Q1 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
102K
+ 945.09%
$2.94M - $3.02M
113K $3.29M
May 03, 2024 Q1 2024
Geneos Wealth Management Inc.

BUY
 -
98.4K
+ 60.14%
$2.82M - $2.9M
262K $7.61M
Apr 29, 2024 Q1 2024
Commonwealth Equity Services, LLC

BUY
 -
93.7K
+ 251.61%
$2.69M - $2.76M
131K $3.8M
May 14, 2024 Q1 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
73.8K
+ 181.55%
$2.12M - $2.17M
114K $3.33M
Apr 15, 2024 Q1 2024
Arkansas Financial Group, Inc.

BUY
 -
50.6K
+ 25.53%
$1.45M - $1.49M
249K $7.23M
May 07, 2024 Q1 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
48.4K
+ 630.83%
$1.39M - $1.43M
56K $1.63M
May 15, 2024 Q1 2024
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
47.9K
+ 201.88%
$1.37M - $1.41M
71.6K $2.08M
May 01, 2024 Q1 2024
5th Street Advisors, LLC

BUY
 -
44.5K
New
$1.28M - $1.31M
44.5K $1.29M
Apr 19, 2024 Q1 2024
Kwb Wealth

Redlands, CA
BUY
 -
43.8K
+ 135.69%
$1.26M - $1.29M
76.1K $2.21M
May 10, 2024 Q1 2024
Jacobi Capital Management LLC

BUY
 -
43.1K
+ 113.57%
$1.24M - $1.27M
81.1K $2.36M
Apr 30, 2024 Q1 2024
J.W. Cole Advisors, Inc.

BUY
 -
34.6K
New
$991K - $1.02M
34.6K $1M
May 10, 2024 Q1 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
33K
+ 162.76%
$946K - $973K
53.3K $1.55M
May 15, 2024 Q1 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
30K
New
$860K - $884K
30K $872K
May 14, 2024 Q1 2024
Sequent Planning LLC

Omaha, NE
BUY
 -
28K
New
$803K - $825K
28K $813K
May 15, 2024 Q1 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
27.2K
New
$779K - $801K
27.2K $790K
Apr 22, 2024 Q1 2024
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
24.4K
New
$699K - $719K
24.4K $709K
May 02, 2024 Q1 2024
Good Life Advisors, LLC

BUY
 -
22.6K
+ 10.22%
$649K - $667K
244K $7.09M
May 14, 2024 Q1 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
22.3K
New
$640K - $657K
22.3K $648K
May 13, 2024 Q1 2024
Tidemark, LLC

San Diego, CA
BUY
 -
20.3K
+ 31.74%
$583K - $599K
84.3K $2.45M
Aug 16, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
19.5K
+ 5.42%
$558K - $574K
379K $11M
May 15, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
19.5K
+ 5.42%
$558K - $574K
379K $11M
May 13, 2024 Q1 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
18.9K
New
$543K - $558K
18.9K $550K
Apr 22, 2024 Q1 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
16.7K
+ 6.66%
$478K - $491K
267K $7.76M
Apr 18, 2024 Q1 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
15.3K
+ 1.36%
$438K - $451K
1.14M $33.1M
Apr 19, 2024 Q1 2024
Donald L. Hagan, LLC

BUY
 -
14K
+ 120.47%
$402K - $413K
25.6K $745K
Oct 23, 2024 Q1 2024
Convergence Financial, LLC

Columbia, MO
BUY
 -
14K
New
$401K - $412K
14K $407K
May 24, 2024 Q1 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
13.5K
+ 183.68%
$386K - $397K
20.8K $605K
May 15, 2024 Q1 2024
Rice Partnership, LLC

BUY
 -
13.4K
New
$383K - $394K
13.4K $388K
Apr 16, 2024 Q1 2024
Flagship Harbor Advisors, LLC

BUY
 -
12.6K
+ 9.17%
$362K - $372K
150K $4.37M
Apr 22, 2024 Q1 2024
Tennessee Valley Asset Management Partners

BUY
 -
12.1K
New
$348K - $358K
12.1K $353K
May 08, 2024 Q1 2024
Avantax Advisory Services, Inc.

BUY
 -
10.4K
New
$298K - $306K
10.4K $302K
May 15, 2024 Q1 2024
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
10.2K
New
$293K - $301K
10.2K $297K
Aug 13, 2024 Q1 2024
Prospera Financial Services Inc

BUY
 -
9.57K
New
$275K - $282K
9.57K $278K
Apr 17, 2024 Q1 2024
Arlington Financial Advisors, LLC

BUY
 -
8.26K
New
$237K - $244K
8.26K $240K
May 14, 2024 Q1 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
7.33K
New
$210K - $216K
7.33K $213K
Aug 09, 2024 Q1 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
7.26K
New
$208K - $214K
7.26K $211K

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