Purchases and Sales Made in Q2 2025 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-8- 44.44% |
$171 - $181
|
10
$234
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-36- 2.07% |
$769 - $816
|
1.71K
$39.9K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-46- 54.76% |
$983 - $1.04K
|
38
$888
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-453- 3.77% |
$9.68K - $10.3K
|
11.6K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-686- 3.48% |
$14.7K - $15.6K
|
19K
$444K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-798- 10.05% |
$17.1K - $18.1K
|
7.14K
$167K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-803- 5.66% |
$17.2K - $18.2K
|
13.4K
$313K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-865- 7.7% |
$18.5K - $19.6K
|
10.4K
$243K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-890- 5.76% |
$19K - $20.2K
|
14.6K
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-929- 24.63% |
$19.9K - $21.1K
|
2.84K
$66.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-948- 0.27% |
$20.3K - $21.5K
|
347K
$8.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-979- 9.7% |
$20.9K - $22.2K
|
9.11K
$213K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.29K- 91.43% |
$27.6K - $29.3K
|
121
$2.83K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.46K- 5.01% |
$31.1K - $33K
|
27.6K
$646K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.6K- 66.89% |
$34.2K - $36.3K
|
792
$18.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.78K- 0.6% |
$38K - $40.3K
|
296K
$6.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.38K- 12.0% |
$50.8K - $53.9K
|
17.4K
$407K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.41K- 7.11% |
$51.5K - $54.7K
|
31.5K
$736K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.58K- 11.92% |
$55.2K - $58.6K
|
19.1K
$446K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.92K- 0.71% |
$62.3K - $66.1K
|
409K
$9.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-2.92K- 20.01% |
$62.4K - $66.2K
|
11.7K
$273K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-3.15K- 6.44% |
$67.3K - $71.4K
|
45.8K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.27K- 15.29% |
$69.9K - $74.1K
|
18.1K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.32K- 10.08% |
$71K - $75.3K
|
29.7K
$693K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.65K- 16.01% |
$78K - $82.8K
|
19.2K
$448K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.92K- 7.8% |
$105K - $112K
|
58.2K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.53K- 10.31% |
$118K - $125K
|
48.1K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-6.77K- 7.1% |
$145K - $153K
|
88.5K
$2.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.55K- 48.03% |
$204K - $216K
|
10.3K
$242K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-9.73K- 35.34% |
$208K - $221K
|
17.8K
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.6K- 17.89% |
$227K - $241K
|
48.9K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-12.6K- 60.91% |
$269K - $286K
|
8.09K
$189K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.2K- 5.82% |
$304K - $322K
|
230K
$5.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.1K- 22.25% |
$344K - $365K
|
56.2K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-21.1K- 11.07% |
$451K - $478K
|
169K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-23.4K- 6.64% |
$499K - $530K
|
328K
$7.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-24.3K- 4.56% |
$519K - $550K
|
508K
$11.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-25K- 11.58% |
$535K - $567K
|
191K
$4.47M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.7K- 3.45% |
$806K - $855K
|
1.06M
$24.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-87.5K- 19.17% |
$1.87M - $1.98M
|
369K
$8.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-99.8K- 85.67% |
$2.13M - $2.26M
|
16.7K
$390K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-107K- 80.64% |
$2.28M - $2.42M
|
25.6K
$598K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-127K- 62.68% |
$2.72M - $2.88M
|
75.7K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-140K- 27.34% |
$3M - $3.18M
|
373K
$8.73M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-148K- 88.27% |
$3.17M - $3.36M
|
19.7K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-198K- 22.25% |
$4.22M - $4.48M
|
691K
$16.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-225K- 80.87% |
$4.81M - $5.1M
|
53.3K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-275K- 77.93% |
$5.88M - $6.24M
|
77.9K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.06M- 97.85% |
$22.6M - $23.9M
|
23.2K
$543K
|