Purchases and Sales Made in Q2 2024 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
5.42K+ 2.07% |
$119K - $125K
|
267K
$5.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.1K+ 62.89% |
$112K - $118K
|
13.2K
$295K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.49K+ 13.8% |
$98.5K - $104K
|
37K
$829K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.49KNew |
$98.4K - $104K
|
4.49K
$100K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.31K+ 75.76% |
$94.4K - $99.4K
|
9.99K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.67K+ 17.79% |
$80.5K - $84.7K
|
24.3K
$544K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.41K+ 4.28% |
$74.8K - $78.7K
|
83.1K
$1.86M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
3KNew |
$65.8K - $69.2K
|
3K
$67.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.8K+ 0.19% |
$61.4K - $64.6K
|
1.44M
$32.2M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.78KNew |
$39K - $41K
|
1.78K
$39.8K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.59K+ 10.99% |
$34.8K - $36.6K
|
16K
$359K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.49K+ 1.25% |
$32.7K - $34.4K
|
121K
$2.71M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.49K+ 97.77% |
$32.7K - $34.4K
|
3.01K
$67.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.19K+ 12.34% |
$26.1K - $27.5K
|
10.9K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.18K+ 1.14% |
$25.8K - $27.2K
|
104K
$2.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.16K+ 29.11% |
$25.4K - $26.7K
|
5.14K
$115K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.14K+ 161.35% |
$25.1K - $26.4K
|
1.85K
$41.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.09KNew |
$23.8K - $25.1K
|
1.09K
$24.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.03K+ 7.34% |
$22.5K - $23.7K
|
15K
$335K
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
950+ 0.57% |
$20.8K - $21.9K
|
169K
$3.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
751+ 2.23% |
$16.5K - $17.3K
|
34.4K
$768K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
597+ 2.46% |
$13.1K - $13.8K
|
24.8K
$556K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
540+ 69.32% |
$11.8K - $12.5K
|
1.32K
$29.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
397+ 0.47% |
$8.71K - $9.16K
|
85.1K
$1.9M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
356+ 0.24% |
$7.81K - $8.22K
|
149K
$3.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
260+ 2.21% |
$5.7K - $6K
|
12K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
222+ 23.34% |
$4.87K - $5.12K
|
1.17K
$26.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
105+ 0.25% |
$2.3K - $2.42K
|
42.3K
$946K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
102+ 1.27% |
$2.24K - $2.35K
|
8.16K
$182K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
36New |
$789 - $831
|
36
$805
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32+ 6.19% |
$702 - $739
|
549
$12.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25+ 0.12% |
$548 - $577
|
21.4K
$478K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
20+ 1.14% |
$439 - $462
|
1.77K
$39.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 1.15% |
$87.7 - $92.3
|
351
$7.85K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 2.44% |
$21.9 - $23.1
|
42
$940
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$21.9 - $23.1
|
1
$22.4
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20- 0.13% |
$439 - $462
|
15.8K
$354K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-35- 6.38% |
$768 - $808
|
514
$11.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-41- 83.67% |
$899 - $946
|
8
$179
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-52- 98.11% |
$1.14K - $1.2K
|
1
$22.4
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-100- 8.33% |
$2.19K - $2.31K
|
1.1K
$24.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-163- 8.46% |
$3.57K - $3.76K
|
1.76K
$39.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-205- 1.38% |
$4.5K - $4.73K
|
14.6K
$327K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-288- 35.08% |
$6.32K - $6.65K
|
533
$11.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-295- 0.15% |
$6.47K - $6.81K
|
191K
$4.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-361- 63.56% |
$7.92K - $8.33K
|
207
$4.63K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-690- 45.7% |
$15.1K - $15.9K
|
820
$18.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-742- 46.2% |
$16.3K - $17.1K
|
864
$19.3K
|