Purchases and Sales Made in Q3 2022 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-241- 3.38% |
$5.17K - $6.12K
|
6.9K
$154K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-269Closed |
$5.78K - $6.83K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-281- 34.86% |
$6.03K - $7.13K
|
525
$11.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-294- 1.76% |
$6.31K - $7.46K
|
16.5K
$368K
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-313- 1.07% |
$6.72K - $7.95K
|
28.9K
$647K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-363- 42.31% |
$7.79K - $9.22K
|
495
$11.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-399- 43.32% |
$8.57K - $10.1K
|
522
$11.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-745- 4.88% |
$16K - $18.9K
|
14.5K
$325K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-826- 14.24% |
$17.7K - $21K
|
4.97K
$111K
|
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.04K- 9.1% |
$22.2K - $26.3K
|
10.3K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.41K- 42.74% |
$30.2K - $35.7K
|
1.88K
$42.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.77K- 10.31% |
$38K - $44.9K
|
15.4K
$344K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2.07K- 87.4% |
$44.5K - $52.7K
|
299
$6.69K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.81K- 61.08% |
$60.3K - $71.3K
|
1.79K
$40K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.23K- 25.53% |
$69.3K - $81.9K
|
9.41K
$211K
|
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.29K- 23.26% |
$70.6K - $83.5K
|
10.9K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.31K- 9.96% |
$135K - $160K
|
57K
$1.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-6.86K- 11.75% |
$147K - $174K
|
51.5K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7K- 10.62% |
$150K - $178K
|
58.9K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7K- 10.62% |
$150K - $178K
|
58.9K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.24K- 26.37% |
$198K - $235K
|
25.8K
$577K
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15.9K- 11.96% |
$341K - $403K
|
117K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.5K- 7.64% |
$613K - $725K
|
345K
$7.72M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-39.2K- 78.9% |
$841K - $995K
|
10.5K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-56.1K- 75.65% |
$1.21M - $1.43M
|
18.1K
$404K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-67.2K- 86.58% |
$1.44M - $1.71M
|
10.4K
$233K
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-97.8K- 82.48% |
$2.1M - $2.48M
|
20.8K
$465K
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-181K- 67.23% |
$3.88M - $4.58M
|
88K
$1.97M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-208K- 95.4% |
$4.47M - $5.29M
|
10K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-270K- 30.48% |
$5.79M - $6.85M
|
616K
$13.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1M- 53.93% |
$21.6M - $25.5M
|
858K
$19.2M
|