Purchases and Sales Made in Q1 2023 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q1 2023. 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 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.63M+ 226.7% |
$36.4M - $39.7M
|
2.34M
$53.5M
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1MNew |
$22.4M - $24.4M
|
1M
$22.8M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
448K+ 31.81% |
$10M - $10.9M
|
1.86M
$42.4M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
424K+ 121.29% |
$9.49M - $10.4M
|
774K
$17.7M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
225K+ 281.39% |
$5.04M - $5.5M
|
305K
$6.96M
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
161KNew |
$3.6M - $3.93M
|
161K
$3.67M
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
160K+ 137.37% |
$3.57M - $3.9M
|
276K
$6.3M
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
97.8K+ 48.22% |
$2.19M - $2.39M
|
300K
$6.85M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
89KNew |
$1.99M - $2.17M
|
89K
$2.03M
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
78.8KNew |
$1.76M - $1.92M
|
78.8K
$1.8M
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
76.6KNew |
$1.71M - $1.87M
|
76.6K
$1.75M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64K+ 1617.82% |
$1.43M - $1.56M
|
68K
$1.55M
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
62.7KNew |
$1.4M - $1.53M
|
62.7K
$1.43M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
52.3KNew |
$1.17M - $1.28M
|
52.3K
$1.19M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
49.1K+ 5.9% |
$1.1M - $1.2M
|
881K
$20.1M
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
42.9KNew |
$960K - $1.05M
|
42.9K
$979K
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
42.2K+ 50.17% |
$944K - $1.03M
|
126K
$2.88M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
38.1K+ 48.73% |
$851K - $929K
|
116K
$2.65M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
35.3K+ 87.97% |
$791K - $862K
|
75.5K
$1.72M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.4K+ 6.27% |
$523K - $571K
|
397K
$9.05M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.1K+ 73.64% |
$518K - $565K
|
54.6K
$1.24M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.2K+ 3.04% |
$496K - $541K
|
751K
$17.1M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
20.1K+ 487.6% |
$450K - $491K
|
24.3K
$553K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.6K+ 32.17% |
$349K - $381K
|
64.2K
$1.46M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15K+ 12.3% |
$336K - $366K
|
137K
$3.12M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.75KNew |
$196K - $213K
|
8.75K
$200K
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.42KNew |
$98.9K - $108K
|
4.42K
$101K
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.86K+ 32.42% |
$86.4K - $94.2K
|
15.8K
$360K
|
|
May 11, 2023
Q1 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
3.8K+ 0.2% |
$85K - $92.7K
|
1.86M
$42.5M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
3.64K+ 16.21% |
$81.4K - $88.8K
|
26.1K
$595K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.09KNew |
$69.2K - $75.5K
|
3.09K
$70.6K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.78K+ 7.04% |
$62.3K - $67.9K
|
42.3K
$965K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
2.08K+ 420.61% |
$46.6K - $50.8K
|
2.58K
$58.8K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.55K+ 9.49% |
$34.6K - $37.7K
|
17.8K
$407K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.54K+ 5.15% |
$34.4K - $37.5K
|
31.4K
$715K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.44K+ 11.42% |
$32.3K - $35.2K
|
14.1K
$321K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
833+ 5.64% |
$18.6K - $20.3K
|
15.6K
$356K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
629New |
$14.1K - $15.3K
|
629
$14.3K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
559New |
$12.5K - $13.6K
|
559
$12.8K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
450New |
$10.1K - $11K
|
450
$10.3K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
360New |
$8.05K - $8.78K
|
360
$8.21K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
236New |
$5.28K - $5.76K
|
236
$5.38K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
151+ 0.81% |
$3.38K - $3.68K
|
18.9K
$430K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
104+ 8.95% |
$2.33K - $2.54K
|
1.27K
$28.9K
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
BUY
|
- |
99+ 0.67% |
$2.21K - $2.42K
|
14.9K
$341K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
79New |
$1.77K - $1.93K
|
79
$1.8K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
34+ 9.07% |
$761 - $830
|
409
$9.33K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16+ 0.08% |
$358 - $390
|
20.3K
$464K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 3.31% |
$246 - $268
|
343
$7.82K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5+ 0.01% |
$112 - $122
|
65.4K
$1.49M
|