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 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.8K- 5.25% |
$303K - $312K
|
194K
$5.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.3K- 3.38% |
$374K - $386K
|
381K
$11.1M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-14KClosed |
$394K - $406K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.2K- 47.24% |
$398K - $411K
|
15.8K
$460K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.5K- 3.75% |
$437K - $450K
|
399K
$11.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-16.7K- 19.89% |
$469K - $483K
|
67.1K
$1.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-19.8K- 15.39% |
$557K - $574K
|
109K
$3.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-21.5K- 27.87% |
$604K - $622K
|
55.5K
$1.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-21.6K- 49.8% |
$608K - $626K
|
21.8K
$633K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-22.5K- 69.53% |
$632K - $651K
|
9.85K
$286K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-23.5K- 1.98% |
$662K - $682K
|
1.16M
$33.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28.6K- 24.24% |
$804K - $829K
|
89.4K
$2.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.2K- 52.14% |
$822K - $847K
|
26.8K
$780K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-33.8K- 29.51% |
$950K - $979K
|
80.7K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38.3K- 15.4% |
$1.08M - $1.11M
|
210K
$6.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-74.2K- 3.22% |
$2.09M - $2.15M
|
2.23M
$64.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-84.6K- 64.66% |
$2.38M - $2.45M
|
46.3K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-87.9K- 77.58% |
$2.47M - $2.55M
|
25.4K
$738K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-107K- 40.27% |
$3.02M - $3.11M
|
159K
$4.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-121K- 88.28% |
$3.41M - $3.51M
|
16.1K
$468K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-122K- 79.65% |
$3.42M - $3.53M
|
31.1K
$904K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-134K- 4.93% |
$3.77M - $3.88M
|
2.58M
$75M
|