Purchases and Sales Made in Q1 2024 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q1 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
587K+ 33.49% |
$13.3M - $14M
|
2.34M
$52.3M
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
333KNew |
$7.55M - $7.93M
|
333K
$7.45M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
321KNew |
$7.28M - $7.65M
|
321K
$7.19M
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
270KNew |
$6.12M - $6.43M
|
270K
$6.04M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
243K+ 1248.42% |
$5.49M - $5.77M
|
262K
$5.86M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
208K+ 922.41% |
$4.71M - $4.95M
|
231K
$5.16M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
184KNew |
$4.16M - $4.37M
|
184K
$4.11M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
156KNew |
$3.53M - $3.71M
|
156K
$3.49M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
148K+ 1023.25% |
$3.35M - $3.52M
|
163K
$3.64M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
126K+ 552.95% |
$2.85M - $3M
|
149K
$3.33M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
122K+ 13.17% |
$2.76M - $2.9M
|
1.05M
$23.4M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
112K+ 17.12% |
$2.54M - $2.67M
|
769K
$17.2M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
111KNew |
$2.51M - $2.64M
|
111K
$2.48M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
110KNew |
$2.48M - $2.61M
|
110K
$2.45M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
103K+ 61.68% |
$2.34M - $2.46M
|
271K
$6.06M
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
90.7K+ 23.23% |
$2.06M - $2.16M
|
481K
$10.8M
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
84.5K+ 79.38% |
$1.91M - $2.01M
|
191K
$4.27M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
79.7KNew |
$1.8M - $1.9M
|
79.7K
$1.78M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
74.8KNew |
$1.69M - $1.78M
|
74.8K
$1.67M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68.2K+ 267.25% |
$1.54M - $1.62M
|
93.7K
$2.09M
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
65.8K+ 20.86% |
$1.49M - $1.57M
|
382K
$8.53M
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
64.3K+ 4.75% |
$1.46M - $1.53M
|
1.42M
$31.7M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
56.6KNew |
$1.28M - $1.35M
|
56.6K
$1.27M
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
48K+ 12.9% |
$1.09M - $1.14M
|
420K
$9.39M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
44.7K+ 104.08% |
$1.01M - $1.06M
|
87.6K
$1.96M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
40.6KNew |
$920K - $967K
|
40.6K
$909K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
37.3K+ 45.34% |
$844K - $887K
|
120K
$2.67M
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
33.6KNew |
$761K - $800K
|
33.6K
$752K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.9KNew |
$722K - $759K
|
31.9K
$713K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
28.3K+ 16.01% |
$641K - $674K
|
205K
$4.59M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
24.3K+ 22.12% |
$549K - $577K
|
134K
$2.99M
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
22.5K+ 15.48% |
$510K - $536K
|
168K
$3.76M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21K+ 31.65% |
$475K - $499K
|
87.2K
$1.95M
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
16.8K+ 9.93% |
$381K - $401K
|
186K
$4.17M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.1K+ 45.32% |
$364K - $383K
|
51.5K
$1.15M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.8KNew |
$334K - $351K
|
14.8K
$330K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.1KNew |
$318K - $334K
|
14.1K
$314K
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.3K+ 7.49% |
$278K - $292K
|
176K
$3.94M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.9KNew |
$270K - $284K
|
11.9K
$267K
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.7K+ 19.18% |
$243K - $256K
|
66.8K
$1.49M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
10.3K+ 3.91% |
$234K - $246K
|
275K
$6.15M
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9.8KNew |
$222K - $233K
|
9.8K
$219K
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
8.9KNew |
$202K - $212K
|
8.9K
$199K
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8.64KNew |
$196K - $206K
|
8.64K
$193K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.89K+ 3633.64% |
$179K - $188K
|
8.1K
$181K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.79K+ 10.13% |
$176K - $185K
|
84.7K
$1.89M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
6.96K+ 14.23% |
$158K - $166K
|
55.9K
$1.25M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.77K+ 15.84% |
$131K - $137K
|
42.2K
$944K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.61K+ 7686.3% |
$127K - $134K
|
5.68K
$127K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.15K+ 50.73% |
$117K - $123K
|
15.3K
$342K
|