Purchases and Sales Made in Q4 2024 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
815KNew |
$18.1M - $19.7M
|
815K
$18.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
318KNew |
$7.07M - $7.71M
|
318K
$7.11M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
310KNew |
$6.88M - $7.5M
|
310K
$6.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
249K+ 2125.19% |
$5.52M - $6.02M
|
260K
$5.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
114KNew |
$2.52M - $2.75M
|
114K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
107K+ 16.43% |
$2.37M - $2.58M
|
756K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
81K+ 14.81% |
$1.8M - $1.96M
|
628K
$14M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
78.2K+ 270.33% |
$1.74M - $1.9M
|
107K
$2.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
73.2K+ 4.84% |
$1.63M - $1.77M
|
1.59M
$35.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
45.7K+ 636.9% |
$1.02M - $1.11M
|
52.9K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
29K+ 22.27% |
$644K - $702K
|
159K
$3.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.8K+ 28.2% |
$395K - $430K
|
80.8K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
11.2K+ 12.93% |
$248K - $270K
|
97.4K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
8.4KNew |
$187K - $203K
|
8.4K
$188K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.46K+ 88.61% |
$166K - $181K
|
15.9K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.5K+ 9.3% |
$77.8K - $84.9K
|
41.2K
$920K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.5K+ 3.94% |
$77.7K - $84.7K
|
92.3K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.64K+ 4.68% |
$58.6K - $63.9K
|
59K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.6K+ 0.18% |
$57.7K - $63K
|
1.44M
$32.3M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.76K+ 17.02% |
$39K - $42.5K
|
12.1K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$36.2K - $39.5K
|
1.63K
$36.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
777+ 7.93% |
$17.3K - $18.8K
|
10.6K
$236K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
706+ 6.22% |
$15.7K - $17.1K
|
12.1K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
323+ 1.12% |
$7.17K - $7.82K
|
29.2K
$651K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
238+ 0.62% |
$5.29K - $5.76K
|
38.4K
$858K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
52+ 1.7% |
$1.15K - $1.26K
|
3.1K
$69.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.11% |
$44.4 - $48.4
|
1.76K
$39.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-47- 3.03% |
$1.04K - $1.14K
|
1.5K
$33.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-150- 0.29% |
$3.33K - $3.63K
|
51.3K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-650- 9.92% |
$14.4K - $15.7K
|
5.9K
$132K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-893- 7.79% |
$19.8K - $21.6K
|
10.6K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.58K- 99.06% |
$35.2K - $38.3K
|
15
$335
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.06K- 3.89% |
$45.8K - $50K
|
51K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.47K- 14.37% |
$99.3K - $108K
|
26.7K
$595K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.8K- 14.04% |
$373K - $407K
|
103K
$2.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-17.6K- 12.2% |
$390K - $425K
|
126K
$2.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-22.2K- 5.47% |
$493K - $537K
|
383K
$8.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-23.6K- 5.48% |
$523K - $571K
|
407K
$9.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-72K- 24.41% |
$1.6M - $1.74M
|
223K
$4.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-248K- 95.12% |
$5.5M - $6M
|
12.7K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-258K- 95.26% |
$5.72M - $6.24M
|
12.8K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-433K- 88.92% |
$9.63M - $10.5M
|
54K
$1.21M
|