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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
27+ 0.87% |
$587 - $622
|
3.13K
$68.8K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
19New |
$413 - $437
|
19
$418
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 1.82% |
$217 - $230
|
559
$12.3K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
6New |
$130 - $138
|
6
$132
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 2.33% |
$21.7 - $23
|
44
$968
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1- 1.18% |
$21.7 - $23
|
84
$1.85K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 3.57% |
$65.2 - $69.1
|
81
$1.78K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-23- 1.3% |
$500 - $529
|
1.74K
$38.3K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-119- 0.55% |
$2.59K - $2.74K
|
21.4K
$470K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-207- 3.42% |
$4.5K - $4.77K
|
5.84K
$129K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-295- 2.79% |
$6.41K - $6.79K
|
10.3K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-325- 18.71% |
$7.06K - $7.48K
|
1.41K
$31.1K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-628- 59.92% |
$13.6K - $14.5K
|
420
$9.24K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 5.34% |
$24.1K - $25.6K
|
19.7K
$433K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.13K- 0.59% |
$24.4K - $25.9K
|
190K
$4.19M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.23K- 32.4% |
$26.8K - $28.4K
|
2.57K
$56.6K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.64K- 0.67% |
$35.6K - $37.7K
|
244K
$5.37M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.91K- 15.92% |
$41.5K - $44K
|
10.1K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.02K- 8.89% |
$43.9K - $46.5K
|
20.7K
$455K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-2.13K- 36.11% |
$46.3K - $49.1K
|
3.77K
$83K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-2.35K- 4.58% |
$51.1K - $54.1K
|
49K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.28K- 10.12% |
$71.2K - $75.4K
|
29.1K
$640K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-3.53K- 6.45% |
$76.8K - $81.3K
|
51.2K
$1.13M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.97K- 11.91% |
$86.2K - $91.3K
|
29.3K
$645K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.31K- 4.2% |
$93.7K - $99.3K
|
98.5K
$2.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.52K- 11.76% |
$98.2K - $104K
|
33.9K
$746K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.05K- 11.19% |
$110K - $116K
|
40.1K
$882K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.53K- 5.86% |
$120K - $127K
|
88.7K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.15K- 10.17% |
$155K - $165K
|
63.1K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.3K- 28.78% |
$246K - $260K
|
28K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-12.2K- 26.97% |
$265K - $280K
|
33K
$726K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.3KClosed |
$267K - $283K
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-21.4K- 95.45% |
$465K - $493K
|
1.02K
$22.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-27.1K- 17.0% |
$588K - $623K
|
132K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.6K- 77.48% |
$666K - $705K
|
8.9K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-34.2K- 63.34% |
$744K - $788K
|
19.8K
$436K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.2K- 12.74% |
$982K - $1.04M
|
309K
$6.81M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-85.3K- 22.27% |
$1.85M - $1.96M
|
298K
$6.55M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-92K- 80.94% |
$2M - $2.12M
|
21.7K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-93.1K- 16.94% |
$2.02M - $2.14M
|
456K
$10M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-95.6K- 15.22% |
$2.08M - $2.2M
|
532K
$11.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-102K- 65.39% |
$2.21M - $2.34M
|
53.8K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-106K- 30.16% |
$2.29M - $2.43M
|
244K
$5.38M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-106K- 83.61% |
$2.3M - $2.44M
|
20.8K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-110K- 23.83% |
$2.39M - $2.53M
|
352K
$7.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-128K- 31.54% |
$2.79M - $2.95M
|
278K
$6.13M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-214K- 78.27% |
$4.66M - $4.93M
|
59.5K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-291K- 36.14% |
$6.31M - $6.69M
|
514K
$11.3M
|