Purchases and Sales Made in Q2 2023 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 Q2 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
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
1.43M
+ 53.42%
$40.7M - $42.1M
4.11M $119M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.04M
+ 336.8%
$29.6M - $30.6M
1.35M $39.2M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
508K
+ 29.67%
$14.4M - $15M
2.22M $64.5M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
346K
+ 526.92%
$9.85M - $10.2M
412K $12M
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
115K
New
$3.27M - $3.39M
115K $3.35M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
67K
+ 5.17%
$1.91M - $1.97M
1.36M $39.6M
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
42.4K
+ 32.46%
$1.2M - $1.25M
173K $5.02M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
41K
+ 56.15%
$1.17M - $1.21M
114K $3.32M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
35.8K
New
$1.02M - $1.05M
35.8K $1.04M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
31K
New
$882K - $914K
31K $902K
Aug 10, 2023 Q2 2023
Flaharty Asset Management, LLC

BUY
 -
30.2K
+ 4.76%
$860K - $891K
666K $19.3M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
29.5K
+ 138.6%
$840K - $870K
50.9K $1.48M
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
28.7K
+ 16.24%
$818K - $847K
206K $5.98M
Jul 31, 2023 Q2 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
23.7K
New
$674K - $698K
23.7K $689K
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
19.9K
+ 98.13%
$567K - $587K
40.2K $1.17M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
19.1K
+ 81.85%
$544K - $563K
42.5K $1.23M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
13K
+ 2.57%
$370K - $383K
518K $15.1M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
11.7K
+ 19.88%
$333K - $345K
70.7K $2.06M
Jul 11, 2023 Q2 2023
Arkansas Financial Group, Inc.

BUY
 -
11.6K
+ 8.2%
$329K - $341K
153K $4.44M
Aug 09, 2023 Q2 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
10.6K
New
$302K - $313K
10.6K $309K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
10.3K
+ 109.2%
$294K - $304K
19.8K $575K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
10.3K
New
$294K - $304K
10.3K $300K
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
10.1K
New
$288K - $298K
10.1K $294K
Jul 20, 2023 Q2 2023
Optas, LLC

BUY
 -
10K
+ 14.9%
$285K - $295K
77.2K $2.25M
Jul 20, 2023 Q2 2023
Keystone Wealth Services, LLC

BUY
 -
8.52K
+ 19.11%
$242K - $251K
53.1K $1.54M
Jul 27, 2023 Q2 2023
Melone Private Wealth, LLC

BUY
 -
8.4K
+ 5.16%
$239K - $247K
171K $4.97M
Aug 11, 2023 Q2 2023
Security Financial Services, Inc.

BUY
 -
7.75K
New
$220K - $228K
7.75K $225K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
5.76K
+ 4.28%
$164K - $170K
140K $4.08M
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
4.73K
+ 2.18%
$135K - $139K
222K $6.45M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
4.35K
+ 9.9%
$124K - $128K
48.3K $1.4M
Aug 11, 2023 Q2 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
4.34K
+ 16.31%
$123K - $128K
31K $900K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
4.14K
+ 231.9%
$118K - $122K
5.93K $172K
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
4.03K
+ 38.07%
$115K - $119K
14.6K $425K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
4.03K
+ 1285.94%
$114K - $119K
4.34K $126K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
3.86K
+ 2.53%
$110K - $114K
156K $4.54M
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
3.67K
+ 38.02%
$104K - $108K
13.3K $387K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
2.65K
New
$75.2K - $77.9K
2.65K $76.9K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
2.41K
+ 4.93%
$68.6K - $71K
51.4K $1.49M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
2.24K
+ 7.83%
$63.8K - $66K
30.9K $897K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
2.24K
+ 5.8%
$63.6K - $65.9K
40.8K $1.19M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
2.17K
+ 41.85%
$61.7K - $64K
7.36K $214K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.18K
+ 11.3%
$33.4K - $34.6K
11.6K $337K
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
911
+ 3.52%
$25.9K - $26.8K
26.8K $779K
Jul 20, 2023 Q2 2023
Kathleen S. Wright Associates Inc.

BUY
 -
732
+ 3.68%
$20.8K - $21.6K
20.6K $600K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
657
+ 3.29%
$18.7K - $19.4K
20.6K $600K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
566
New
$16.1K - $16.7K
566 $16.5K
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
376
+ 1.47%
$10.7K - $11.1K
25.9K $752K
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
375
+ 0.32%
$10.7K - $11K
118K $3.43M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
336
New
$9.56K - $9.9K
336 $9.77K

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