Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
930K+ 1669.55% |
$26.9M - $29.9M
|
985K
$28.6M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
703K+ 2406.07% |
$20.3M - $22.6M
|
732K
$21.3M
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
702K+ 239.26% |
$20.3M - $22.5M
|
995K
$28.9M
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
176K+ 14420.64% |
$5.09M - $5.66M
|
177K
$5.15M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
175K+ 371.23% |
$5.07M - $5.63M
|
223K
$6.47M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
144KNew |
$4.16M - $4.62M
|
144K
$4.18M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
87.5KNew |
$2.53M - $2.81M
|
87.5K
$2.54M
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
71.4K+ 120.91% |
$2.06M - $2.29M
|
130K
$3.79M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.3K+ 361.62% |
$732K - $813K
|
32.3K
$939K
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
14KNew |
$405K - $450K
|
14K
$407K
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
9.02KNew |
$261K - $290K
|
9.02K
$262K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
7.62K+ 5.03% |
$220K - $245K
|
159K
$4.63M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.46KNew |
$216K - $240K
|
7.46K
$217K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.15K+ 88.16% |
$207K - $230K
|
15.3K
$444K
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
6.08K+ 43.77% |
$176K - $195K
|
20K
$581K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.07K+ 78.79% |
$176K - $195K
|
13.8K
$401K
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.94K+ 2.92% |
$143K - $159K
|
174K
$5.06M
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.26K+ 106.63% |
$123K - $137K
|
8.26K
$240K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.33K+ 30.28% |
$96.2K - $107K
|
14.3K
$416K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.16K+ 9.75% |
$91.5K - $102K
|
35.6K
$1.03M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.91KNew |
$84.3K - $93.6K
|
2.91K
$84.7K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
2.85KNew |
$82.3K - $91.4K
|
2.85K
$82.7K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.71K+ 6.31% |
$49.4K - $54.8K
|
28.8K
$836K
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.23K+ 6.17% |
$35.6K - $39.5K
|
21.2K
$615K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
801+ 12.03% |
$23.2K - $25.7K
|
7.46K
$217K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
769New |
$22.2K - $24.7K
|
769
$22.4K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
741+ 51.32% |
$21.4K - $23.8K
|
2.19K
$63.5K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
603New |
$17.4K - $19.4K
|
603
$17.5K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
480New |
$13.9K - $15.4K
|
480
$14K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
456New |
$13.2K - $14.6K
|
456
$13.3K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
269+ 0.21% |
$7.78K - $8.64K
|
130K
$3.77M
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5New |
$145 - $161
|
5
$145
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2+ 0.52% |
$57.9 - $64.2
|
388
$11.3K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.47% |
$28.9 - $32.1
|
214
$6.22K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 66.67% |
$116 - $128
|
2
$58.1
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-24- 0.03% |
$694 - $771
|
95.4K
$2.77M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-154Closed |
$4.46K - $4.95K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-342- 54.29% |
$9.89K - $11K
|
288
$8.37K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500Closed |
$14.5K - $16.1K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-745- 4.58% |
$21.6K - $23.9K
|
15.5K
$451K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-761- 3.27% |
$22K - $24.4K
|
22.5K
$655K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-769Closed |
$22.2K - $24.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.23K- 4.75% |
$35.6K - $39.5K
|
24.6K
$716K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.5K- 5.7% |
$43.4K - $48.2K
|
24.8K
$722K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.12K- 4.67% |
$61.3K - $68K
|
43.3K
$1.26M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-2.77K- 48.38% |
$80.2K - $89K
|
2.96K
$86K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.04K- 88.68% |
$117K - $130K
|
515
$15K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.26KClosed |
$181K - $201K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-7.88K- 49.47% |
$228K - $253K
|
8.05K
$234K
|