Purchases and Sales Made in Q4 2022 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
154New |
$3.17K - $3.71K
|
154
$3.44K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
121+ 6.17% |
$2.49K - $2.91K
|
2.08K
$46.6K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
120+ 55.81% |
$2.47K - $2.89K
|
335
$7.49K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
116New |
$2.38K - $2.79K
|
116
$2.59K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.86% |
$20.6 - $24.1
|
36
$805
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-46- 59.74% |
$946 - $1.11K
|
31
$693
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-65- 2.25% |
$1.34K - $1.56K
|
2.82K
$63.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-135- 43.97% |
$2.78K - $3.25K
|
172
$3.85K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-153- 0.93% |
$3.15K - $3.68K
|
16.3K
$365K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-162- 1.05% |
$3.33K - $3.9K
|
15.2K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-190- 36.19% |
$3.91K - $4.57K
|
335
$7.49K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-194- 43.21% |
$3.99K - $4.67K
|
255
$5.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-280- 0.69% |
$5.76K - $6.74K
|
40.2K
$899K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-364- 49.26% |
$7.48K - $8.76K
|
375
$8.39K
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-490- 4.51% |
$10.1K - $11.8K
|
10.4K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-547- 4.52% |
$11.2K - $13.2K
|
11.6K
$258K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.25K- 12.09% |
$25.7K - $30.1K
|
9.09K
$203K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.37K- 5.73% |
$28.1K - $32.9K
|
22.5K
$502K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.37K- 98.56% |
$28.1K - $32.9K
|
20
$447
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-2.21K- 5.98% |
$45.3K - $53.1K
|
34.7K
$776K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.86K- 11.75% |
$58.8K - $68.9K
|
21.5K
$481K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3K- 31.87% |
$61.7K - $72.2K
|
6.41K
$143K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.66K- 17.8% |
$75.2K - $88.1K
|
16.9K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.7K- 7.98% |
$96.6K - $113K
|
54.2K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.7K- 7.98% |
$96.6K - $113K
|
54.2K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-5.92K- 12.97% |
$122K - $142K
|
39.7K
$889K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-10.3K- 8.79% |
$211K - $247K
|
107K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14.6K- 98.17% |
$300K - $352K
|
272
$6.08K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.9K- 81.05% |
$348K - $407K
|
3.96K
$88.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-18.2K- 63.09% |
$375K - $439K
|
10.7K
$239K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-29.6K- 53.16% |
$608K - $712K
|
26.1K
$583K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-118K- 13.89% |
$2.42M - $2.83M
|
729K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-125K- 25.14% |
$2.58M - $3.02M
|
373K
$8.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-290K- 86.21% |
$5.97M - $6.99M
|
46.4K
$1.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-834K- 97.23% |
$17.1M - $20.1M
|
23.8K
$532K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.48M- 86.33% |
$30.3M - $35.5M
|
234K
$5.22M
|