Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-745- 7.3% |
$21.3K - $22.4K
|
9.46K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.49K- 14.64% |
$42.5K - $44.7K
|
8.68K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.55K- 12.3% |
$44.1K - $46.4K
|
11K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.78K- 2.93% |
$50.8K - $53.4K
|
59K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.98K- 24.42% |
$56.4K - $59.3K
|
6.11K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.36K- 52.69% |
$67.4K - $70.8K
|
2.12K
$61.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.65K- 8.12% |
$75.7K - $79.6K
|
30K
$866K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-2.92K- 4.3% |
$83.3K - $87.5K
|
64.9K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.54K- 5.73% |
$101K - $106K
|
58.1K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.56K- 27.83% |
$102K - $107K
|
9.22K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.62K- 25.76% |
$103K - $109K
|
10.4K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.07K- 6.33% |
$116K - $122K
|
60.3K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.54K- 12.37% |
$158K - $166K
|
39.2K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.62K- 47.59% |
$161K - $169K
|
6.19K
$179K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.21K- 1.17% |
$177K - $186K
|
522K
$15.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.76K- 7.14% |
$193K - $203K
|
87.9K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.97K- 11.7% |
$256K - $269K
|
67.7K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-9.14K- 13.56% |
$261K - $274K
|
58.3K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-10K- 5.66% |
$287K - $302K
|
167K
$4.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.7K- 55.21% |
$305K - $321K
|
8.67K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-11.5K- 9.31% |
$330K - $346K
|
112K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.6K- 19.92% |
$331K - $348K
|
46.7K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-17.8K- 75.44% |
$509K - $535K
|
5.8K
$168K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-19.3K- 3.12% |
$553K - $581K
|
601K
$17.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-28K- 13.69% |
$799K - $839K
|
176K
$5.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.5K- 33.35% |
$870K - $915K
|
60.9K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-32.2K- 37.42% |
$920K - $967K
|
53.9K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-49.9K- 30.57% |
$1.42M - $1.5M
|
113K
$3.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-51.6K- 57.82% |
$1.47M - $1.55M
|
37.7K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-54.1K- 2.19% |
$1.55M - $1.62M
|
2.42M
$69.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-848K- 98.01% |
$24.2M - $25.4M
|
17.2K
$497K
|