Purchases and Sales Made in Q3 2025 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
81K+ 15.94% |
$1.78M - $1.89M
|
589K
$13.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
68.2K+ 65.77% |
$1.5M - $1.59M
|
172K
$4.02M
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
13.9K+ 4.31% |
$305K - $324K
|
335K
$7.83M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.85K+ 37.67% |
$129K - $137K
|
21.4K
$500K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.33K+ 17.67% |
$117K - $124K
|
35.5K
$829K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.79K+ 35.96% |
$83.3K - $88.6K
|
14.3K
$335K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.3K+ 4.75% |
$28.6K - $30.4K
|
28.7K
$670K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1KNew |
$22K - $23.4K
|
1K
$23.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
577+ 2.61% |
$12.7K - $13.5K
|
22.7K
$530K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
523+ 5.04% |
$11.5K - $12.2K
|
10.9K
$255K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
508+ 5.64% |
$11.2K - $11.9K
|
9.52K
$223K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
101+ 5.92% |
$2.22K - $2.36K
|
1.81K
$42.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
72+ 3.72% |
$1.58K - $1.68K
|
2.01K
$46.9K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 1.15% |
$22 - $23.4
|
88
$2.06K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2- 20.0% |
$44 - $46.8
|
8
$187
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-11Closed |
$242 - $257
|
0
$0
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.11% |
$1.1K - $1.17K
|
45.8K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-266- 2.92% |
$5.85K - $6.22K
|
8.85K
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-434- 5.36% |
$9.54K - $10.1K
|
7.66K
$179K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-666- 8.74% |
$14.6K - $15.6K
|
6.96K
$163K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.44K- 8.25% |
$31.6K - $33.6K
|
16K
$374K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-8.09K- 5.99% |
$178K - $189K
|
127K
$2.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-19.2K- 64.51% |
$423K - $449K
|
10.6K
$247K
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-23.8K- 8.04% |
$524K - $557K
|
272K
$6.37M
|