Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.49K+ 20.0% |
$127K - $131K
|
26.9K
$775K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.2K+ 132.34% |
$90.4K - $93.6K
|
5.61K
$162K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 16.55% |
$70.8K - $73.4K
|
17.7K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.2KNew |
$62.2K - $64.4K
|
2.2K
$63.3K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.08K+ 63.46% |
$58.7K - $60.8K
|
5.35K
$154K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.44K+ 2.36% |
$40.7K - $42.1K
|
62.3K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.42K+ 6.98% |
$40.2K - $41.6K
|
21.8K
$627K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.35KNew |
$38.1K - $39.5K
|
1.35K
$38.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.24K+ 0.7% |
$35.1K - $36.4K
|
178K
$5.11M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.14KNew |
$32.1K - $33.3K
|
1.14K
$32.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.11KNew |
$31.3K - $32.4K
|
1.11K
$31.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 2.16% |
$31K - $32.1K
|
52K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
944+ 2.61% |
$26.7K - $27.6K
|
37.1K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
856+ 6.38% |
$24.2K - $25.1K
|
14.3K
$411K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
807+ 13.03% |
$22.8K - $23.6K
|
7K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
757+ 0.67% |
$21.4K - $22.2K
|
114K
$3.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
743+ 6.04% |
$21K - $21.8K
|
13K
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
594New |
$16.8K - $17.4K
|
594
$17.1K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
465+ 0.12% |
$13.1K - $13.6K
|
375K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
451New |
$12.7K - $13.2K
|
451
$13K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
389+ 18.41% |
$11K - $11.4K
|
2.5K
$72K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
375New |
$10.6K - $11K
|
375
$10.8K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
356New |
$10.1K - $10.4K
|
356
$10.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
350+ 4.55% |
$9.89K - $10.2K
|
8.05K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
319New |
$9.02K - $9.34K
|
319
$9.18K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
290+ 0.17% |
$8.2K - $8.49K
|
168K
$4.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
258New |
$7.29K - $7.55K
|
258
$7.43K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
218+ 0.49% |
$6.16K - $6.38K
|
44.8K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
167+ 1.66% |
$4.72K - $4.89K
|
10.2K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
138New |
$3.9K - $4.04K
|
138
$3.97K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
122+ 254.17% |
$3.45K - $3.57K
|
170
$4.89K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
100+ 1.3% |
$2.83K - $2.93K
|
7.78K
$224K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
67New |
$1.89K - $1.96K
|
67
$1.93K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3+ 0.86% |
$84.8 - $87.8
|
352
$10.1K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.83% |
$56.5 - $58.6
|
244
$7.02K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$28.3 - $29.3
|
1
$28.8
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-87- 0.43% |
$2.46K - $2.55K
|
20K
$577K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-100- 4.39% |
$2.83K - $2.93K
|
2.18K
$62.7K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-235- 1.78% |
$6.64K - $6.88K
|
13K
$374K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-305- 20.82% |
$8.62K - $8.93K
|
1.16K
$33.4K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-364- 1.78% |
$10.3K - $10.7K
|
20.1K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-408- 19.25% |
$11.5K - $11.9K
|
1.71K
$49.3K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-422- 11.81% |
$11.9K - $12.4K
|
3.15K
$90.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-680- 1.92% |
$19.2K - $19.9K
|
34.7K
$999K
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-746- 1.24% |
$21.1K - $21.8K
|
59.4K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.09K- 11.57% |
$30.9K - $32K
|
8.36K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.21K- 10.98% |
$34.2K - $35.4K
|
9.81K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.23K- 1.72% |
$34.7K - $36K
|
70.1K
$2.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.34K- 9.81% |
$37.9K - $39.3K
|
12.3K
$355K
|