Purchases and Sales Made in Q4 2023 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.52M+ 24.81% |
$67.6M - $74.7M
|
12.7M
$369M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
692K+ 50.83% |
$18.5M - $20.5M
|
2.05M
$59.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
599K+ 262.16% |
$16M - $17.7M
|
828K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
541K+ 23.16% |
$14.5M - $16M
|
2.88M
$83.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
250K+ 146.77% |
$6.7M - $7.41M
|
421K
$12.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
228K+ 1018.05% |
$6.1M - $6.74M
|
250K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
212KNew |
$5.68M - $6.28M
|
212K
$6.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
209K+ 2509.35% |
$5.59M - $6.18M
|
217K
$6.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
184KNew |
$4.92M - $5.44M
|
184K
$5.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
171K+ 183.71% |
$4.57M - $5.05M
|
263K
$7.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
151K+ 22.15% |
$4.05M - $4.48M
|
834K
$24.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
139K+ 24.17% |
$3.73M - $4.12M
|
716K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
96.8KNew |
$2.59M - $2.86M
|
96.8K
$2.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
88.9K+ 62.97% |
$2.38M - $2.63M
|
230K
$6.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
88.6K+ 135.73% |
$2.37M - $2.62M
|
154K
$4.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
84.4KNew |
$2.26M - $2.5M
|
84.4K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68.2K+ 36.38% |
$1.83M - $2.02M
|
256K
$7.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
67.8K+ 238.28% |
$1.81M - $2.01M
|
96.2K
$2.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
64KNew |
$1.71M - $1.89M
|
64K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
61.4K+ 94.67% |
$1.64M - $1.82M
|
126K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.6K+ 18.69% |
$1.52M - $1.68M
|
359K
$10.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
53.8K+ 49.06% |
$1.44M - $1.59M
|
164K
$4.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
51.8K+ 66.93% |
$1.39M - $1.53M
|
129K
$3.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
50.2K+ 95.21% |
$1.34M - $1.49M
|
103K
$2.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
40.5K+ 254.93% |
$1.08M - $1.2M
|
56.3K
$1.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
32.3KNew |
$864K - $956K
|
32.3K
$939K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
30.4K+ 18.15% |
$815K - $901K
|
198K
$5.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
28.6KNew |
$765K - $846K
|
28.6K
$831K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
27.8KNew |
$744K - $823K
|
27.8K
$808K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
24.9KNew |
$667K - $738K
|
24.9K
$725K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24.1KNew |
$646K - $714K
|
24.1K
$701K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
19.1K+ 31.84% |
$512K - $567K
|
79.3K
$2.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.5KNew |
$494K - $546K
|
18.5K
$536K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.1KNew |
$377K - $417K
|
14.1K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
14K+ 52.57% |
$375K - $414K
|
40.6K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.8K+ 58.35% |
$369K - $408K
|
37.4K
$1.09M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13K+ 76.9% |
$348K - $385K
|
29.9K
$869K
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
12.6K+ 6.99% |
$337K - $373K
|
193K
$5.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
12.5KNew |
$335K - $370K
|
12.5K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.3K+ 93.14% |
$328K - $363K
|
25.4K
$739K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.4KNew |
$305K - $337K
|
11.4K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.9K+ 748.97% |
$293K - $324K
|
12.4K
$360K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
10.9K+ 40.27% |
$291K - $322K
|
37.9K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10.4K+ 39.13% |
$278K - $307K
|
36.9K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.2KNew |
$272K - $301K
|
10.2K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
9.98KNew |
$267K - $295K
|
9.98K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
9.94KNew |
$266K - $294K
|
9.94K
$289K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
9.84KNew |
$263K - $291K
|
9.84K
$286K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.95KNew |
$240K - $265K
|
8.95K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.95KNew |
$240K - $265K
|
8.95K
$260K
|