Purchases and Sales Made in Q4 2021 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
1.76M+ 25.04% |
$54.5M - $57.1M
|
8.8M
$197M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
916K+ 2376.72% |
$28.3M - $29.7M
|
955K
$21.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
364KNew |
$11.3M - $11.8M
|
364K
$8.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
224KNew |
$6.92M - $7.26M
|
224K
$5.02M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
182K+ 4753.42% |
$5.63M - $5.9M
|
186K
$4.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
168KNew |
$5.2M - $5.45M
|
168K
$3.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
119K+ 575.38% |
$3.67M - $3.84M
|
139K
$3.12M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
92KNew |
$2.84M - $2.98M
|
92K
$2.06M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
70KNew |
$2.16M - $2.27M
|
70K
$1.57M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
69.9K+ 203.32% |
$2.16M - $2.26M
|
104K
$2.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.5K+ 909.49% |
$2.02M - $2.12M
|
72.7K
$1.63M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
62.5KNew |
$1.93M - $2.02M
|
62.5K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
56.9K+ 51.73% |
$1.76M - $1.84M
|
167K
$3.74M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
54.3KNew |
$1.68M - $1.76M
|
54.3K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.8K+ 502.07% |
$1.63M - $1.71M
|
63.3K
$1.42M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
50.4KNew |
$1.56M - $1.63M
|
50.4K
$1.13M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
48.9K+ 27.14% |
$1.51M - $1.58M
|
229K
$5.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
45.2K+ 13.85% |
$1.4M - $1.46M
|
372K
$8.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
44.8K+ 4.42% |
$1.39M - $1.45M
|
1.06M
$23.7M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
44.5K+ 1086.05% |
$1.38M - $1.44M
|
48.6K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.8K+ 5.1% |
$983K - $1.03M
|
655K
$14.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.3K+ 14.95% |
$750K - $787K
|
187K
$4.18M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.1KNew |
$744K - $780K
|
24.1K
$539K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
23K+ 19.7% |
$709K - $744K
|
140K
$3.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.3K+ 100.55% |
$657K - $689K
|
42.5K
$950K
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
16.1KNew |
$498K - $522K
|
16.1K
$361K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
15.3K+ 105.44% |
$473K - $496K
|
29.8K
$667K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
14.3K+ 2776.31% |
$442K - $463K
|
14.8K
$332K
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
12.7K+ 4.76% |
$391K - $410K
|
278K
$6.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
12.3KNew |
$380K - $398K
|
12.3K
$275K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12KNew |
$371K - $389K
|
12K
$269K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10.4K+ 273.82% |
$320K - $336K
|
14.1K
$317K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
10.2K+ 14.51% |
$315K - $330K
|
80.4K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.51KNew |
$294K - $308K
|
9.51K
$213K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.81KNew |
$272K - $285K
|
8.81K
$197K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.52K+ 14.9% |
$263K - $276K
|
65.7K
$1.47M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
7.8KNew |
$241K - $253K
|
7.8K
$175K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.56K+ 7.43% |
$234K - $245K
|
109K
$2.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
6.95KNew |
$215K - $225K
|
6.95K
$156K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.27K+ 374.06% |
$194K - $203K
|
7.95K
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.13K+ 3.22% |
$189K - $199K
|
197K
$4.4M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
4.98KNew |
$154K - $161K
|
4.98K
$111K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.6KNew |
$142K - $149K
|
4.6K
$103K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.37K+ 16.9% |
$135K - $142K
|
30.2K
$677K
|
|
|
Feb 11, 2022
Q4 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
4.3K+ 1.05% |
$133K - $139K
|
413K
$9.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.58K+ 2.47% |
$110K - $116K
|
148K
$3.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.35K+ 17.26% |
$104K - $109K
|
22.8K
$510K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.68K+ 7.59% |
$82.8K - $86.8K
|
38K
$850K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
2.36K+ 4.95% |
$73K - $76.5K
|
50.1K
$1.12M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.9KNew |
$58.7K - $61.5K
|
1.9K
$42.5K
|