Purchases and Sales Made in Q2 2023 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.16M+ 150.0% |
$26.1M - $27.7M
|
1.94M
$43.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
779K+ 33.24% |
$17.5M - $18.6M
|
3.12M
$69.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
318KNew |
$7.14M - $7.58M
|
318K
$7.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
270KNew |
$6.07M - $6.44M
|
270K
$6.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
239KNew |
$5.38M - $5.71M
|
239K
$5.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
198K+ 64.72% |
$4.44M - $4.71M
|
503K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
146K+ 415.28% |
$3.28M - $3.48M
|
181K
$4.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
137K+ 84.96% |
$3.07M - $3.26M
|
298K
$6.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
125K+ 14.19% |
$2.81M - $2.98M
|
1.01M
$22.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
118K+ 712.32% |
$2.66M - $2.82M
|
135K
$3.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
117KNew |
$2.64M - $2.8M
|
117K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
116KNew |
$2.6M - $2.76M
|
116K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
68.6K+ 4.73% |
$1.54M - $1.64M
|
1.52M
$34M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
66.6K+ 67.56% |
$1.5M - $1.59M
|
165K
$3.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
57.6KNew |
$1.29M - $1.37M
|
57.6K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
56.9K+ 104.35% |
$1.28M - $1.36M
|
112K
$2.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.3K+ 208.61% |
$884K - $939K
|
58.2K
$1.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
35.7K+ 12.91% |
$802K - $851K
|
312K
$6.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.1KNew |
$789K - $837K
|
35.1K
$785K
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
32.7K+ 10.89% |
$736K - $781K
|
333K
$7.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20.9K+ 23.48% |
$470K - $499K
|
110K
$2.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
18.1K+ 14.34% |
$407K - $432K
|
144K
$3.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.3KNew |
$388K - $412K
|
17.3K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.1KNew |
$362K - $384K
|
16.1K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15KNew |
$337K - $358K
|
15K
$336K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
14.7K+ 12.66% |
$330K - $351K
|
131K
$2.93M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.1K+ 25.06% |
$295K - $313K
|
65.4K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.5K+ 261.28% |
$260K - $275K
|
16K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
9.92KNew |
$223K - $237K
|
9.92K
$222K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.66KNew |
$195K - $207K
|
8.66K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.59K+ 44.47% |
$193K - $205K
|
27.9K
$624K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
7.74KNew |
$174K - $185K
|
7.74K
$173K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
7.67K+ 4433.53% |
$172K - $183K
|
7.84K
$175K
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
7.43K+ 9.7% |
$167K - $177K
|
84K
$1.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.72K+ 19.44% |
$128K - $136K
|
35.1K
$786K
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.96K+ 11.55% |
$89.1K - $94.6K
|
38.3K
$856K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.53K+ 22.59% |
$79.2K - $84.1K
|
19.1K
$428K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.01K+ 34.39% |
$67.6K - $71.8K
|
11.8K
$263K
|
|
|
Aug 11, 2023
Q2 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.7K+ 0.14% |
$60.7K - $64.4K
|
1.87M
$41.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
2.35K+ 3.75% |
$52.9K - $56.1K
|
65.1K
$1.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.04K+ 12.94% |
$45.9K - $48.7K
|
17.8K
$398K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.67K+ 2.21% |
$37.6K - $39.9K
|
77.2K
$1.73M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.41K+ 7.84% |
$31.7K - $33.6K
|
19.4K
$434K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
629New |
$14.1K - $15K
|
629
$14.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
608New |
$13.7K - $14.5K
|
608
$13.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
600New |
$13.5K - $14.3K
|
600
$13.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
574+ 4.03% |
$12.9K - $13.7K
|
14.8K
$331K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
543+ 21.07% |
$12.2K - $13K
|
3.12K
$69.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
221+ 81.25% |
$4.97K - $5.27K
|
493
$11K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
164New |
$3.69K - $3.91K
|
164
$3.67K
|