Purchases and Sales Made in Q4 2023 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q4 2023. 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, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
656KNew |
$13.2M - $15.8M
|
656K
$14.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
503K+ 362.44% |
$10.1M - $12.1M
|
641K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
423K+ 66.06% |
$8.5M - $10.2M
|
1.06M
$23.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
255K+ 8.16% |
$5.12M - $6.13M
|
3.38M
$75.6M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
227K+ 139.28% |
$4.56M - $5.47M
|
391K
$8.74M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
114K+ 9.15% |
$2.28M - $2.73M
|
1.35M
$30.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
110KNew |
$2.2M - $2.64M
|
110K
$2.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
92.4K+ 109.56% |
$1.85M - $2.22M
|
177K
$3.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
82.2KNew |
$1.65M - $1.98M
|
82.2K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
81.3KNew |
$1.63M - $1.96M
|
81.3K
$1.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
72K+ 45.57% |
$1.45M - $1.73M
|
230K
$5.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
69.5KNew |
$1.4M - $1.67M
|
69.5K
$1.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
65.1K+ 80.98% |
$1.31M - $1.56M
|
145K
$3.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
64.4K+ 398.21% |
$1.29M - $1.55M
|
80.6K
$1.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
64.1K+ 106.8% |
$1.29M - $1.54M
|
124K
$2.78M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
54.8KNew |
$1.1M - $1.32M
|
54.8K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
46.3KNew |
$928K - $1.11M
|
46.3K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.3K+ 138.68% |
$908K - $1.09M
|
77.9K
$1.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42.9KNew |
$862K - $1.03M
|
42.9K
$960K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
42.6KNew |
$856K - $1.03M
|
42.6K
$954K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.8K+ 31.18% |
$799K - $958K
|
168K
$3.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
32.5K+ 14.03% |
$653K - $782K
|
264K
$5.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
16.8KNew |
$338K - $405K
|
16.8K
$377K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
13.1K+ 3.65% |
$263K - $315K
|
372K
$8.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.4KNew |
$208K - $249K
|
10.4K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
8.84K+ 69.11% |
$177K - $213K
|
21.6K
$484K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.73KNew |
$175K - $210K
|
8.73K
$195K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.64K+ 5.57% |
$173K - $208K
|
164K
$3.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
7.83K+ 2.54% |
$157K - $188K
|
316K
$7.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
5.9K+ 24.33% |
$118K - $142K
|
30.1K
$674K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.62K+ 18.25% |
$113K - $135K
|
36.4K
$815K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.93K+ 1.94% |
$99K - $119K
|
259K
$5.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.8KNew |
$96.3K - $115K
|
4.8K
$107K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.52K+ 68.34% |
$90.7K - $109K
|
11.1K
$249K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.35KNew |
$67.2K - $80.6K
|
3.35K
$74.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.9K+ 20.82% |
$58.1K - $69.6K
|
16.8K
$376K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.3K+ 22.49% |
$46.1K - $55.2K
|
12.5K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.22K+ 18.37% |
$44.5K - $53.3K
|
14.3K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.8KNew |
$36.1K - $43.3K
|
1.8K
$40.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.62K+ 3.42% |
$32.5K - $38.9K
|
48.9K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.36K+ 1.01% |
$27.3K - $32.7K
|
136K
$3.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.27KNew |
$25.4K - $30.4K
|
1.27K
$28.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.24K+ 10.48% |
$24.8K - $29.7K
|
13K
$292K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.22K+ 3.89% |
$24.5K - $29.3K
|
32.6K
$728K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.21KNew |
$24.2K - $29K
|
1.21K
$27K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
924+ 6.27% |
$18.5K - $22.2K
|
15.7K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
821New |
$16.5K - $19.7K
|
821
$18.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
722New |
$14.5K - $17.4K
|
722
$16.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
668+ 1.84% |
$13.4K - $16.1K
|
37K
$829K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
649New |
$13K - $15.6K
|
649
$14.5K
|