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 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.33K+ 17.6% |
$98.1K - $103K
|
28.9K
$647K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.84K+ 22.83% |
$86.9K - $91.3K
|
20.6K
$462K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.21K+ 12.37% |
$72.7K - $76.4K
|
29.2K
$652K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.5K+ 8.29% |
$56.6K - $59.5K
|
32.6K
$730K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.32K+ 16.22% |
$52.5K - $55.2K
|
16.6K
$372K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.98K+ 1.96% |
$44.8K - $47.1K
|
103K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 14.15% |
$41.6K - $43.7K
|
14.8K
$331K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.61KNew |
$36.4K - $38.2K
|
1.61K
$35.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.55K+ 3.74% |
$35K - $36.8K
|
42.9K
$960K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.48K+ 3614.63% |
$33.6K - $35.3K
|
1.52K
$34.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.47K+ 11.76% |
$33.3K - $35K
|
14K
$313K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.44K+ 11.92% |
$32.7K - $34.4K
|
13.6K
$303K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.11K+ 2.99% |
$25.1K - $26.3K
|
38.2K
$854K
|
|
|
May 10, 2024
Q1 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
700+ 0.05% |
$15.9K - $16.7K
|
1.44M
$32.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
632+ 18.87% |
$14.3K - $15K
|
3.98K
$89.1K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
622+ 189.06% |
$14.1K - $14.8K
|
951
$21.3K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
600New |
$13.6K - $14.3K
|
600
$13.4K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
545+ 45.23% |
$12.3K - $13K
|
1.75K
$39.1K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
390+ 90.49% |
$8.83K - $9.28K
|
821
$18.4K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
286+ 2.58% |
$6.48K - $6.81K
|
11.4K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
267New |
$6.05K - $6.35K
|
267
$5.97K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
153+ 11.27% |
$3.47K - $3.64K
|
1.51K
$33.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
118New |
$2.67K - $2.81K
|
118
$2.64K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
64New |
$1.45K - $1.52K
|
64
$1.43K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
45+ 0.19% |
$1.02K - $1.07K
|
24.2K
$542K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
43+ 95.56% |
$974 - $1.02K
|
88
$1.97K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
41+ 0.51% |
$929 - $976
|
8.06K
$180K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
36New |
$815 - $857
|
36
$805
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4+ 0.83% |
$90.6 - $95.2
|
485
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 0.87% |
$67.9 - $71.4
|
347
$7.76K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2- 0.39% |
$45.3 - $47.6
|
517
$11.6K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4- 0.01% |
$90.6 - $95.2
|
32.5K
$728K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-27- 35.53% |
$612 - $643
|
49
$1.1K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-31- 3.83% |
$702 - $738
|
779
$17.4K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33- 0.21% |
$747 - $785
|
15.8K
$354K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36- 4.83% |
$815 - $857
|
709
$15.9K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-55- 8.83% |
$1.25K - $1.31K
|
568
$12.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-77- 3.84% |
$1.74K - $1.83K
|
1.93K
$43.1K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 1.16% |
$5.66K - $5.95K
|
21.3K
$477K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-512- 12.23% |
$11.6K - $12.2K
|
3.67K
$82.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-526- 11.25% |
$11.9K - $12.5K
|
4.15K
$92.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-614- 20.63% |
$13.9K - $14.6K
|
2.36K
$52.8K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-682- 0.11% |
$15.4K - $16.2K
|
641K
$14.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-863- 61.12% |
$19.5K - $20.5K
|
549
$12.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.02K- 3.86% |
$23.2K - $24.3K
|
25.5K
$570K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.16K- 1.3% |
$26.2K - $27.5K
|
87.7K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.22K- 7.78% |
$27.6K - $29K
|
14.4K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2K- 4.77% |
$45.3K - $47.6K
|
39.9K
$893K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2K- 4.77% |
$45.3K - $47.6K
|
39.9K
$893K
|