Purchases and Sales Made in Q1 2025 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14.1K+ 133.51% |
$307K - $325K
|
24.7K
$543K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
14.1KNew |
$306K - $324K
|
14.1K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.1KNew |
$306K - $324K
|
14.1K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
12.8KNew |
$278K - $295K
|
12.8K
$282K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
12.5KNew |
$272K - $288K
|
12.5K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
11.8K+ 14.11% |
$256K - $271K
|
95.2K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.2K+ 18.34% |
$244K - $258K
|
72.3K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.3KNew |
$223K - $237K
|
10.3K
$226K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
10.3KNew |
$223K - $237K
|
10.3K
$226K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
10.3K+ 3.29% |
$223K - $236K
|
322K
$7.08M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$223K - $236K
|
10.2K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.1KNew |
$219K - $232K
|
10.1K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9.82K+ 2.9% |
$213K - $226K
|
348K
$7.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
9.79K+ 1.2% |
$213K - $225K
|
825K
$18.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.76K+ 96.48% |
$212K - $225K
|
19.9K
$437K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
8.98K+ 56.51% |
$195K - $207K
|
24.9K
$547K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
8.06K+ 19.57% |
$175K - $186K
|
49.3K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
7.71K+ 2.49% |
$168K - $177K
|
317K
$6.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.89K+ 689100.0% |
$150K - $159K
|
6.89K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.55K+ 6.65% |
$142K - $151K
|
105K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
6.27K+ 15.69% |
$136K - $144K
|
46.3K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.78K+ 3751.95% |
$126K - $133K
|
5.93K
$131K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.11K+ 49.38% |
$111K - $118K
|
15.4K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.12K+ 14.14% |
$89.6K - $94.9K
|
33.3K
$732K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.86K+ 2.69% |
$83.9K - $88.8K
|
147K
$3.24M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.49K+ 3.78% |
$75.8K - $80.2K
|
95.8K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.76K+ 1.29% |
$60K - $63.5K
|
216K
$4.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.64K+ 5.17% |
$57.3K - $60.7K
|
53.6K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.39KNew |
$52K - $55.1K
|
2.39K
$52.6K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.33K+ 7.99% |
$50.7K - $53.7K
|
31.5K
$694K
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.3K+ 0.16% |
$50K - $52.9K
|
1.45M
$31.8M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.98K+ 16.44% |
$43.1K - $45.7K
|
14K
$309K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.48K+ 11.66% |
$32.2K - $34.1K
|
14.2K
$312K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.42K+ 290.61% |
$30.9K - $32.8K
|
1.91K
$42.1K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.24KNew |
$26.9K - $28.5K
|
1.24K
$27.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
754New |
$16.4K - $17.4K
|
754
$16.6K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
720New |
$15.6K - $16.6K
|
720
$15.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
565+ 4.69% |
$12.3K - $13K
|
12.6K
$278K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
403+ 3.72% |
$8.76K - $9.28K
|
11.2K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
394+ 3.11% |
$8.56K - $9.07K
|
13.1K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
391+ 5.18% |
$8.5K - $9K
|
7.94K
$175K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
351+ 31.91% |
$7.63K - $8.08K
|
1.45K
$31.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
322+ 3.83% |
$7K - $7.41K
|
8.72K
$192K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
272+ 0.85% |
$5.91K - $6.26K
|
32.3K
$710K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150+ 0.44% |
$3.26K - $3.45K
|
34.4K
$756K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
125New |
$2.72K - $2.88K
|
125
$2.75K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
105+ 0.29% |
$2.28K - $2.42K
|
36.4K
$801K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
86New |
$1.87K - $1.98K
|
86
$1.89K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
59New |
$1.28K - $1.36K
|
59
$1.3K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43+ 0.88% |
$934 - $990
|
4.93K
$109K
|