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 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.51K+ 8.52% |
$42.5K - $43.8K
|
19.2K
$559K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.18K+ 20.68% |
$33.3K - $34.3K
|
6.91K
$201K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.17K+ 16.05% |
$32.9K - $33.9K
|
8.45K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
982+ 0.47% |
$27.6K - $28.5K
|
208K
$6.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
911New |
$25.6K - $26.4K
|
911
$26.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
907+ 0.47% |
$25.5K - $26.3K
|
193K
$5.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
844+ 3.46% |
$23.7K - $24.5K
|
25.2K
$733K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
808New |
$22.7K - $23.4K
|
808
$23.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
662New |
$18.6K - $19.2K
|
662
$19.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
460New |
$12.9K - $13.3K
|
460
$13.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
372New |
$10.5K - $10.8K
|
372
$10.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
294+ 0.12% |
$8.27K - $8.52K
|
236K
$6.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
235New |
$6.61K - $6.81K
|
235
$6.83K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
216+ 6.58% |
$6.08K - $6.26K
|
3.5K
$102K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
117+ 3.47% |
$3.29K - $3.39K
|
3.49K
$101K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
98+ 1.33% |
$2.76K - $2.84K
|
7.49K
$218K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
83+ 0.12% |
$2.33K - $2.41K
|
67.4K
$1.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
42+ 0.12% |
$1.18K - $1.22K
|
35.8K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41+ 0.36% |
$1.15K - $1.19K
|
11.5K
$335K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
39+ 3.26% |
$1.1K - $1.13K
|
1.24K
$35.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 1.34% |
$281 - $290
|
754
$21.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 1.29% |
$84.4 - $87
|
235
$6.83K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1New |
$28.1 - $29
|
1
$29.1
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2- 0.01% |
$56.3 - $58
|
29.6K
$860K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3- 0.02% |
$84.4 - $87
|
12.5K
$364K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-5- 0.37% |
$141 - $145
|
1.35K
$39.1K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-34- 0.48% |
$956 - $986
|
7K
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-65- 0.36% |
$1.83K - $1.88K
|
18K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-138- 1.39% |
$3.88K - $4K
|
9.78K
$284K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-705- 1.87% |
$19.8K - $20.4K
|
37K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-761- 0.75% |
$21.4K - $22.1K
|
101K
$2.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-855- 9.34% |
$24.1K - $24.8K
|
8.3K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-890- 6.01% |
$25K - $25.8K
|
13.9K
$405K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.26K- 2.24% |
$35.5K - $36.6K
|
55.1K
$1.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.32K- 22.8% |
$37.1K - $38.3K
|
4.47K
$130K
|
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.79K- 2.84% |
$50.3K - $51.9K
|
61.2K
$1.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.9K- 6.78% |
$53.3K - $55K
|
26.1K
$758K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.01K- 16.58% |
$56.6K - $58.3K
|
10.1K
$294K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.32K- 16.88% |
$65.2K - $67.2K
|
11.4K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.11K- 0.27% |
$87.5K - $90.2K
|
1.13M
$33M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.94K- 18.95% |
$111K - $114K
|
16.9K
$490K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.23K- 34.11% |
$119K - $123K
|
8.17K
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.99K- 5.77% |
$140K - $145K
|
81.6K
$2.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.43K- 7.14% |
$153K - $157K
|
70.7K
$2.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7.26KClosed |
$204K - $211K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.92K- 14.86% |
$223K - $229K
|
45.4K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.93K- 6.59% |
$223K - $230K
|
112K
$3.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-9.17K- 51.25% |
$258K - $266K
|
8.73K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-10.3K- 3.89% |
$290K - $299K
|
255K
$7.41M
|