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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.35K+ 43.49% |
$141K - $155K
|
21K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
6.28K+ 25.29% |
$140K - $154K
|
31.1K
$710K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.28K+ 63.84% |
$73K - $80.2K
|
8.42K
$192K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.2K+ 8888.89% |
$71.2K - $78.2K
|
3.24K
$73.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.96K+ 1.11% |
$65.9K - $72.4K
|
270K
$6.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.85K+ 14.95% |
$63.3K - $69.6K
|
21.9K
$499K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.3K+ 130.0% |
$51.2K - $56.2K
|
4.07K
$92.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.91K+ 0.61% |
$42.5K - $46.7K
|
315K
$7.19M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.68K+ 19.4% |
$37.3K - $40.9K
|
10.3K
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.5K+ 0.1% |
$33.4K - $36.7K
|
1.44M
$32.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.4K+ 2.71% |
$31.1K - $34.2K
|
53.1K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.37K+ 5.64% |
$30.5K - $33.5K
|
25.7K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.34K+ 3.68% |
$29.7K - $32.7K
|
37.7K
$859K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.15K+ 3.1% |
$25.6K - $28.1K
|
38.2K
$871K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
986+ 2.33% |
$21.9K - $24.1K
|
43.3K
$987K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
888New |
$19.8K - $21.7K
|
888
$20.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
817+ 2.22% |
$18.2K - $20K
|
37.7K
$859K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
501+ 4.62% |
$11.1K - $12.2K
|
11.4K
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
203+ 1.68% |
$4.52K - $4.96K
|
12.3K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
174New |
$3.87K - $4.25K
|
174
$3.97K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
70New |
$1.56K - $1.71K
|
70
$1.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
38+ 1.26% |
$846 - $929
|
3.05K
$69.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
18New |
$401 - $440
|
18
$410
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.19% |
$66.8 - $73.3
|
1.6K
$36.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1- 1.14% |
$22.3 - $24.4
|
87
$1.98K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.06% |
$22.3 - $24.4
|
1.76K
$40.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 12.5% |
$22.3 - $24.4
|
7
$160
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-34- 0.34% |
$757 - $831
|
9.96K
$227K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-143- 26.83% |
$3.18K - $3.49K
|
390
$8.89K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-281- 0.64% |
$6.25K - $6.87K
|
43.4K
$990K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-302- 16.3% |
$6.72K - $7.38K
|
1.55K
$35.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-425- 8.75% |
$9.46K - $10.4K
|
4.43K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-565- 3.53% |
$12.6K - $13.8K
|
15.5K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-613- 3.33% |
$13.6K - $15K
|
17.8K
$406K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-775- 1.48% |
$17.2K - $18.9K
|
51.5K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-799- 17.8% |
$17.8K - $19.5K
|
3.69K
$84.1K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.09K- 4.9% |
$24.3K - $26.6K
|
21.2K
$482K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.43K- 1.18% |
$31.8K - $34.9K
|
120K
$2.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.17K- 16.63% |
$48.2K - $53K
|
10.9K
$248K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.02K- 3.28% |
$67.1K - $73.7K
|
88.8K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.35K- 41.05% |
$74.5K - $81.8K
|
4.81K
$110K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-3.54K- 23.59% |
$78.7K - $86.4K
|
11.5K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.2K- 4.99% |
$93.5K - $103K
|
80.1K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-18.9K- 12.67% |
$420K - $462K
|
130K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-20.2K- 10.86% |
$450K - $494K
|
166K
$3.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-23.5K- 19.46% |
$522K - $573K
|
97.1K
$2.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-40K- 92.78% |
$891K - $979K
|
3.12K
$71K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67.3K- 21.01% |
$1.5M - $1.64M
|
253K
$5.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-71.5K- 37.5% |
$1.59M - $1.75M
|
119K
$2.72M
|