Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
865KNew |
$24.6M - $26.1M
|
865K
$25.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
637K+ 1404.35% |
$18.1M - $19.2M
|
682K
$19.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
333KNew |
$9.48M - $10.1M
|
333K
$9.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
316KNew |
$9M - $9.54M
|
316K
$9.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
294K+ 73.7% |
$8.37M - $8.87M
|
693K
$20.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
233K+ 7.86% |
$6.62M - $7.02M
|
3.19M
$92.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
219K+ 58958.87% |
$6.24M - $6.62M
|
220K
$6.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
168K+ 1.27% |
$4.77M - $5.06M
|
13.4M
$389M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
147K+ 15.14% |
$4.18M - $4.44M
|
1.12M
$32.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
133K+ 18.06% |
$3.8M - $4.03M
|
872K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 26.87% |
$3.15M - $3.34M
|
523K
$15.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
98.9K+ 50.95% |
$2.81M - $2.99M
|
293K
$8.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
77.5K+ 909.07% |
$2.21M - $2.34M
|
86.1K
$2.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
63.5K+ 23.59% |
$1.81M - $1.91M
|
332K
$9.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
62.6K+ 5.38% |
$1.78M - $1.89M
|
1.22M
$35.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
55.4KNew |
$1.57M - $1.67M
|
55.4K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.5K+ 526.77% |
$1.35M - $1.43M
|
56.5K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47K+ 15.52% |
$1.34M - $1.42M
|
350K
$10.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
46.6K+ 10.21% |
$1.33M - $1.41M
|
503K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.5K+ 2.09% |
$1.32M - $1.4M
|
2.27M
$66.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
43.1K+ 93.5% |
$1.23M - $1.3M
|
89.3K
$2.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36K+ 22.57% |
$1.02M - $1.09M
|
195K
$5.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.9K+ 17.21% |
$1.02M - $1.08M
|
244K
$7.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
34.8K+ 3.19% |
$989K - $1.05M
|
1.12M
$32.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
32.3K+ 6.51% |
$918K - $974K
|
528K
$15.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
30KNew |
$854K - $905K
|
30K
$872K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
28.8KNew |
$820K - $869K
|
28.8K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
21.9KNew |
$624K - $661K
|
21.9K
$637K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
21.4KNew |
$608K - $645K
|
21.4K
$621K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.7K+ 124.63% |
$475K - $504K
|
30.1K
$875K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.6K+ 19.34% |
$472K - $501K
|
102K
$2.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 14795.92% |
$413K - $438K
|
14.6K
$424K
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
13.3KNew |
$378K - $401K
|
13.3K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.1K+ 142.79% |
$343K - $364K
|
20.5K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
11.8KNew |
$336K - $357K
|
11.8K
$344K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
11.1K+ 5.72% |
$315K - $334K
|
204K
$5.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10.6K+ 28.62% |
$301K - $319K
|
47.6K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
10.3KNew |
$292K - $309K
|
10.3K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.2K+ 45.66% |
$291K - $309K
|
32.6K
$949K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.81KNew |
$279K - $296K
|
9.81K
$285K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.81K+ 12.02% |
$279K - $296K
|
91.4K
$2.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.62K+ 10.37% |
$274K - $290K
|
102K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.33K+ 55.31% |
$265K - $281K
|
26.2K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.54K+ 36.55% |
$243K - $258K
|
31.9K
$927K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.1K+ 113.07% |
$230K - $244K
|
15.3K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.85K+ 15.21% |
$223K - $237K
|
59.5K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.77K+ 27.21% |
$221K - $234K
|
36.3K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.68KNew |
$218K - $232K
|
7.68K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
7.44KNew |
$212K - $225K
|
7.44K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.34KNew |
$209K - $221K
|
7.34K
$213K
|