Purchases and Sales Made in Q2 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
2.46MNew |
$69.3M - $71.4M
|
2.46M
$71.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
265K+ 2.04% |
$7.45M - $7.67M
|
13.2M
$384M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
257K+ 26.39% |
$7.23M - $7.45M
|
1.23M
$35.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
227K+ 26.33% |
$6.38M - $6.58M
|
1.09M
$31.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
212K+ 87.09% |
$5.97M - $6.16M
|
456K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
119KNew |
$3.35M - $3.46M
|
119K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
98.6K+ 11.3% |
$2.77M - $2.86M
|
971K
$28.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
88.1KNew |
$2.48M - $2.55M
|
88.1K
$2.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.7K+ 2.98% |
$2.41M - $2.48M
|
2.96M
$86M
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
84.6KNew |
$2.38M - $2.45M
|
84.6K
$2.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
70.5K+ 12.34% |
$1.98M - $2.04M
|
642K
$18.7M
|
|
|
Aug 05, 2024
Q2 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
60.7K+ 136.43% |
$1.71M - $1.76M
|
105K
$3.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
58.1KNew |
$1.63M - $1.68M
|
58.1K
$1.69M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
51.9K+ 306.93% |
$1.46M - $1.5M
|
68.8K
$2M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45.9K+ 15.6% |
$1.29M - $1.33M
|
340K
$9.88M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40.9K+ 15.63% |
$1.15M - $1.19M
|
303K
$8.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.3K+ 8.8% |
$938K - $967K
|
412K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.3K+ 8.8% |
$938K - $967K
|
412K
$12M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25.9KNew |
$728K - $750K
|
25.9K
$752K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
24.7K+ 2.36% |
$696K - $717K
|
1.07M
$31.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.4K+ 89.92% |
$687K - $708K
|
51.6K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.4KNew |
$630K - $650K
|
22.4K
$651K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.2K+ 26.76% |
$625K - $644K
|
105K
$3.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20.7K+ 28.76% |
$583K - $601K
|
92.7K
$2.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
20.2K+ 8.14% |
$569K - $587K
|
269K
$7.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
18.8KNew |
$529K - $546K
|
18.8K
$547K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.3K+ 3.83% |
$514K - $530K
|
496K
$14.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
16.1KNew |
$454K - $467K
|
16.1K
$469K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
13.6K+ 2.16% |
$381K - $393K
|
642K
$18.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.4KNew |
$377K - $388K
|
13.4K
$390K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12.8K+ 11.91% |
$360K - $372K
|
120K
$3.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12K+ 1597.6% |
$338K - $348K
|
12.7K
$371K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
11.4KNew |
$321K - $331K
|
11.4K
$332K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10.6K+ 12.6% |
$299K - $308K
|
95K
$2.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9.51KNew |
$267K - $276K
|
9.51K
$276K
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
9.42K+ 36.75% |
$265K - $273K
|
35.1K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.01KNew |
$254K - $261K
|
9.01K
$262K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.53KNew |
$240K - $247K
|
8.53K
$248K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
7.95KNew |
$224K - $231K
|
7.95K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.16KNew |
$202K - $208K
|
7.16K
$208K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.24K+ 28.0% |
$176K - $181K
|
28.5K
$830K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.71K+ 5.81% |
$132K - $136K
|
85.8K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.43K+ 23.37% |
$124K - $128K
|
23.4K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.42K+ 0.47% |
$96.3K - $99.2K
|
739K
$21.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.16K+ 7.35% |
$88.8K - $91.6K
|
46.2K
$1.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.59K+ 33.69% |
$73K - $75.2K
|
10.3K
$299K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.52K+ 19.52% |
$70.9K - $73.1K
|
15.4K
$449K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.02K+ 25.37% |
$56.7K - $58.5K
|
9.97K
$290K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.83KNew |
$51.6K - $53.1K
|
1.83K
$53.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.76K+ 20.29% |
$49.6K - $51.1K
|
10.5K
$304K
|