Purchases and Sales Made in Q3 2021 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5+ 0.88% |
$157 - $163
|
575
$12.9K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.24% |
$62.7 - $65.3
|
840
$18.9K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-47- 0.53% |
$1.47K - $1.53K
|
8.85K
$199K
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-50- 2.11% |
$1.57K - $1.63K
|
2.32K
$52.1K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-86- 5.88% |
$2.7K - $2.81K
|
1.38K
$30.9K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-138Closed |
$4.33K - $4.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-290Closed |
$9.09K - $9.46K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-382- 1.1% |
$12K - $12.5K
|
34.4K
$772K
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-544- 4.41% |
$17.1K - $17.8K
|
11.8K
$265K
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-762- 1.57% |
$23.9K - $24.9K
|
47.8K
$1.07M
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-799- 10.03% |
$25.1K - $26.1K
|
7.17K
$161K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-887Closed |
$27.8K - $28.9K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.2K- 4.87% |
$37.5K - $39.1K
|
23.4K
$525K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.3K- 9.96% |
$40.7K - $42.3K
|
11.7K
$264K
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.3K- 11.31% |
$40.8K - $42.4K
|
10.2K
$229K
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.35K- 17.12% |
$42.4K - $44.1K
|
6.55K
$147K
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.44K- 5.12% |
$45K - $46.9K
|
26.6K
$598K
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.55K- 13.19% |
$48.5K - $50.4K
|
10.2K
$229K
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.82K- 8.26% |
$57.1K - $59.5K
|
20.2K
$455K
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-1.9KClosed |
$59.6K - $62K
|
0
$0
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.36K- 19.77% |
$73.9K - $76.9K
|
9.57K
$215K
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.54K- 20.84% |
$79.5K - $82.7K
|
9.63K
$216K
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
SELL
|
- |
-2.79K- 1.04% |
$87.4K - $91K
|
266K
$5.97M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.97K- 1.69% |
$93.3K - $97K
|
173K
$3.88M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.23KClosed |
$101K - $105K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.46K- 22.12% |
$108K - $113K
|
12.2K
$274K
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.47K- 49.72% |
$109K - $113K
|
3.5K
$78.7K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.55K- 25.8% |
$111K - $116K
|
10.2K
$229K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.06K- 36.05% |
$127K - $133K
|
7.2K
$162K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.43K- 11.81% |
$139K - $144K
|
33.1K
$743K
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-6.38KClosed |
$200K - $208K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.43KClosed |
$202K - $210K
|
0
$0
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.68K- 37.72% |
$209K - $218K
|
11K
$248K
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-7.26K- 19.81% |
$228K - $237K
|
29.4K
$660K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.65K- 17.81% |
$240K - $249K
|
35.3K
$793K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-7.91K- 40.61% |
$248K - $258K
|
11.6K
$260K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10KClosed |
$315K - $327K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.5K- 49.94% |
$329K - $342K
|
10.5K
$236K
|
|
Nov 15, 2021
Q3 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-11.8K- 0.89% |
$370K - $385K
|
1.32M
$29.7M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.1K- 30.91% |
$380K - $396K
|
27.1K
$609K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.2KClosed |
$415K - $432K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-13.8K- 34.19% |
$433K - $450K
|
26.6K
$597K
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-14.3K- 6.99% |
$450K - $468K
|
191K
$4.28M
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-17.7K- 12.13% |
$556K - $579K
|
128K
$2.89M
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-18KClosed |
$564K - $587K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.5K- 3.84% |
$643K - $669K
|
514K
$11.6M
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-20.7K- 29.87% |
$650K - $677K
|
48.7K
$1.09M
|