Purchases and Sales Made in Q3 2024 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.28M+ 521939.88% |
$206M - $227M
|
9.28M
$215M
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
496K+ 323.99% |
$11M - $12.1M
|
650K
$15M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
95.8K+ 81.0% |
$2.13M - $2.34M
|
214K
$4.95M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
83.6K+ 36.02% |
$1.86M - $2.04M
|
316K
$7.29M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
57.6KNew |
$1.28M - $1.41M
|
57.6K
$1.33M
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
44K+ 9.93% |
$979K - $1.08M
|
487K
$11.3M
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
28.1K+ 1.89% |
$624K - $686K
|
1.51M
$35M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
22.2K+ 28.39% |
$494K - $543K
|
100K
$2.32M
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
21.8K+ 5.35% |
$486K - $534K
|
430K
$9.95M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
17K+ 5.92% |
$378K - $415K
|
304K
$7.02M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.2K+ 14.34% |
$271K - $298K
|
97.3K
$2.25M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
7.76K+ 318.69% |
$173K - $190K
|
10.2K
$236K
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
7.18KNew |
$160K - $175K
|
7.18K
$166K
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.96K+ 1.11% |
$65.9K - $72.4K
|
270K
$6.25M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.85K+ 14.95% |
$63.3K - $69.6K
|
21.9K
$506K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.68K+ 19.4% |
$37.3K - $40.9K
|
10.3K
$238K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.4K+ 2.71% |
$31.1K - $34.2K
|
53.1K
$1.23M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.15K+ 3.1% |
$25.6K - $28.1K
|
38.2K
$883K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
888New |
$19.8K - $21.7K
|
888
$20.5K
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
817+ 2.22% |
$18.2K - $20K
|
37.7K
$871K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
501+ 4.62% |
$11.1K - $12.2K
|
11.4K
$262K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.19% |
$66.8 - $73.3
|
1.6K
$36.9K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.06% |
$22.3 - $24.4
|
1.76K
$40.7K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-302- 16.3% |
$6.72K - $7.38K
|
1.55K
$35.9K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-425- 8.75% |
$9.46K - $10.4K
|
4.43K
$102K
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-775- 1.48% |
$17.2K - $18.9K
|
51.5K
$1.19M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.43K- 1.18% |
$31.8K - $34.9K
|
120K
$2.76M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.02K- 3.28% |
$67.1K - $73.7K
|
88.8K
$2.05M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.2K- 4.99% |
$93.5K - $103K
|
80.1K
$1.85M
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-23.5K- 19.46% |
$522K - $573K
|
97.1K
$2.25M
|