Purchases and Sales Made in Q1 2022 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO LONG TERM CORPO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.36M+ 2932.97% |
$90M - $104M
|
3.48M
$77.8M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.1MNew |
$29.4M - $34M
|
1.1M
$24.6M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
858K+ 89.93% |
$23M - $26.6M
|
1.81M
$40.6M
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
446KNew |
$11.9M - $13.8M
|
446K
$9.97M
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
399KNew |
$10.7M - $12.4M
|
399K
$8.92M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
255K+ 149.09% |
$6.83M - $7.9M
|
426K
$9.53M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
249K+ 133.54% |
$6.68M - $7.73M
|
436K
$9.76M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
235KNew |
$6.31M - $7.3M
|
235K
$5.27M
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
170KNew |
$4.55M - $5.27M
|
170K
$3.8M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
135K+ 1988.66% |
$3.61M - $4.17M
|
141K
$3.16M
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
121K+ 86.53% |
$3.24M - $3.74M
|
260K
$5.82M
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
60.7K+ 632.67% |
$1.63M - $1.88M
|
70.3K
$1.57M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.1K+ 11.1% |
$1.5M - $1.74M
|
562K
$12.6M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
55.8KNew |
$1.49M - $1.73M
|
55.8K
$1.25M
|
|
May 16, 2022
Q1 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
55.8K+ 4.66% |
$1.49M - $1.73M
|
1.25M
$28M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
51K+ 7157.5% |
$1.37M - $1.58M
|
51.7K
$1.16M
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
33.9K+ 9.11% |
$907K - $1.05M
|
405K
$9.07M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
26.4K+ 32.84% |
$707K - $818K
|
107K
$2.39M
|
|
Apr 12, 2022
Q1 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
16.8KNew |
$451K - $522K
|
16.8K
$377K
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.2K+ 17.58% |
$433K - $501K
|
108K
$2.42M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
13.1KNew |
$351K - $406K
|
13.1K
$293K
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
8.97K+ 12.8% |
$240K - $278K
|
79K
$1.77M
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
7.97K+ 100.25% |
$214K - $247K
|
15.9K
$356K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.76KNew |
$208K - $240K
|
7.76K
$173K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.99K+ 9.19% |
$134K - $154K
|
59.2K
$1.33M
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.87K+ 2.47% |
$130K - $151K
|
202K
$4.51M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.63K+ 100.57% |
$124K - $143K
|
9.23K
$206K
|
|
May 12, 2022
Q1 2022
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
4.4K+ 1.07% |
$118K - $136K
|
417K
$9.34M
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.17K+ 3.24% |
$112K - $129K
|
133K
$2.97M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.2K+ 1.49% |
$59K - $68.2K
|
150K
$3.36M
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.17K+ 15.34% |
$58.1K - $67.2K
|
16.3K
$365K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.87K+ 10.07% |
$50.1K - $57.9K
|
20.4K
$457K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.54KNew |
$41.2K - $47.7K
|
1.54K
$34.4K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.01KNew |
$27.1K - $31.3K
|
1.01K
$22.6K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
811New |
$21.7K - $25.1K
|
811
$18.1K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
778+ 3.01% |
$20.8K - $24.1K
|
26.6K
$596K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
748New |
$20K - $23.2K
|
748
$16.7K
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
397+ 2.43% |
$10.6K - $12.3K
|
16.8K
$375K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
325New |
$8.71K - $10.1K
|
325
$7.27K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
321New |
$8.6K - $9.94K
|
321
$7.18K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
320+ 7.8% |
$8.57K - $9.91K
|
4.42K
$98.9K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
307New |
$8.22K - $9.51K
|
307
$6.87K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
106+ 15.1% |
$2.84K - $3.28K
|
808
$18.1K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
105+ 0.92% |
$2.81K - $3.25K
|
11.5K
$257K
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
89+ 0.84% |
$2.38K - $2.76K
|
10.7K
$239K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
82New |
$2.2K - $2.54K
|
82
$1.83K
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
54+ 0.33% |
$1.45K - $1.67K
|
16.2K
$362K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
49+ 0.51% |
$1.31K - $1.52K
|
9.7K
$217K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
43+ 15.09% |
$1.15K - $1.33K
|
328
$7.34K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
39+ 1.69% |
$1.04K - $1.21K
|
2.34K
$52.4K
|