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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.38K- 5.04% |
$39K - $40.4K
|
26K
$749K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.22K- 3.81% |
$62.6K - $64.9K
|
55.9K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.4K- 5.15% |
$67.9K - $70.3K
|
44.3K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.54K- 4.31% |
$71.9K - $74.5K
|
56.5K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-2.7K- 26.84% |
$76.3K - $79K
|
7.36K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.31K- 48.71% |
$93.6K - $96.9K
|
3.49K
$100K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.69K- 19.77% |
$104K - $108K
|
15K
$431K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4.25K- 8.4% |
$120K - $124K
|
46.3K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.28K- 10.92% |
$121K - $125K
|
34.9K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.34K- 0.38% |
$123K - $127K
|
1.14M
$32.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-4.71K- 7.25% |
$133K - $138K
|
60.2K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.95K- 64.51% |
$168K - $174K
|
3.27K
$94.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.81K- 5.28% |
$192K - $199K
|
122K
$3.52M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.17K- 42.04% |
$203K - $210K
|
9.89K
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.43K- 12.04% |
$210K - $218K
|
54.3K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-7.68K- 6.83% |
$217K - $225K
|
105K
$3.01M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.78K- 11.49% |
$220K - $228K
|
60K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-9.19K- 3.28% |
$260K - $269K
|
271K
$7.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-12.2K- 19.19% |
$344K - $357K
|
51.3K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-14.4K- 36.79% |
$407K - $422K
|
24.7K
$712K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-17.3K- 20.76% |
$489K - $506K
|
66K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18.5K- 31.73% |
$523K - $541K
|
39.8K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.5K- 55.49% |
$523K - $542K
|
14.9K
$428K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-21.6K- 35.91% |
$612K - $634K
|
38.6K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.2K- 63.92% |
$712K - $738K
|
14.2K
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-36.8K- 5.82% |
$1.04M - $1.08M
|
595K
$17.1M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-38.9K- 82.18% |
$1.1M - $1.14M
|
8.43K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-44.9K- 8.6% |
$1.27M - $1.31M
|
477K
$13.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-68.3K- 77.68% |
$1.93M - $2M
|
19.6K
$565K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-97.9K- 4.05% |
$2.77M - $2.87M
|
2.32M
$66.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-104K- 5.83% |
$2.93M - $3.03M
|
1.67M
$48.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-173K- 83.41% |
$4.88M - $5.06M
|
34.4K
$989K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-406K- 49.51% |
$11.5M - $11.9M
|
414K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-583K- 74.73% |
$16.5M - $17.1M
|
197K
$5.67M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-595K- 16.45% |
$16.8M - $17.4M
|
3.02M
$87M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-614K- 89.7% |
$17.4M - $18M
|
70.5K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
SELL
|
- |
-3.32M- 51.32% |
$93.7M - $97.1M
|
3.14M
$90.5M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.18M- 44.83% |
$175M - $181M
|
7.6M
$219M
|