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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.34K+ 21.3% |
$163K - $178K
|
41.8K
$962K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.96K+ 21.54% |
$155K - $169K
|
39.3K
$904K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.05KNew |
$134K - $147K
|
6.05K
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.52K+ 13.7% |
$78.2K - $85.2K
|
29.2K
$672K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.5K+ 9.3% |
$77.8K - $84.9K
|
41.2K
$948K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.5K+ 3.94% |
$77.7K - $84.7K
|
92.3K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.64K+ 4.68% |
$58.6K - $63.9K
|
59K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.6K+ 0.18% |
$57.7K - $63K
|
1.44M
$33.3M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.76K+ 17.02% |
$39K - $42.5K
|
12.1K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$36.2K - $39.5K
|
1.63K
$37.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.29K+ 2.96% |
$28.6K - $31.2K
|
44.7K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.19K+ 0.33% |
$26.5K - $28.8K
|
360K
$8.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
777+ 7.93% |
$17.3K - $18.8K
|
10.6K
$243K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
706+ 6.22% |
$15.7K - $17.1K
|
12.1K
$278K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
660New |
$14.7K - $16K
|
660
$15.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
640+ 6.28% |
$14.2K - $15.5K
|
10.8K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
533+ 2.54% |
$11.8K - $12.9K
|
21.5K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
496+ 435.09% |
$11K - $12K
|
610
$14K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
323+ 1.12% |
$7.17K - $7.82K
|
29.2K
$671K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
238+ 0.62% |
$5.29K - $5.76K
|
38.4K
$885K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
160+ 1.61% |
$3.55K - $3.88K
|
10.1K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
129+ 3.51% |
$2.87K - $3.12K
|
3.8K
$87.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 25.64% |
$2.22K - $2.42K
|
490
$11.3K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
93+ 0.6% |
$2.07K - $2.25K
|
15.6K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
82+ 1.71% |
$1.82K - $1.99K
|
4.89K
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
53New |
$1.18K - $1.28K
|
53
$1.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
52+ 1.7% |
$1.15K - $1.26K
|
3.1K
$71.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
50New |
$1.11K - $1.21K
|
50
$1.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.35% |
$577 - $630
|
7.55K
$174K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.11% |
$44.4 - $48.4
|
1.76K
$40.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 2.38% |
$22.2 - $24.2
|
43
$990
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1New |
$22.2 - $24.2
|
1
$23
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2- 2.3% |
$44.4 - $48.4
|
85
$1.96K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-47- 3.03% |
$1.04K - $1.14K
|
1.5K
$34.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-150- 0.29% |
$3.33K - $3.63K
|
51.3K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-214- 1.35% |
$4.75K - $5.18K
|
15.6K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-319- 2.59% |
$7.08K - $7.73K
|
12K
$276K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-526- 4.84% |
$11.7K - $12.7K
|
10.3K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-650- 9.92% |
$14.4K - $15.7K
|
5.9K
$136K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-697- 28.64% |
$15.5K - $16.9K
|
1.74K
$40K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-893- 7.79% |
$19.8K - $21.6K
|
10.6K
$243K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.3K- 55.17% |
$28.9K - $31.6K
|
1.06K
$24.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.54K- 1.29% |
$34.2K - $37.3K
|
118K
$2.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.58K- 99.06% |
$35.2K - $38.3K
|
15
$345
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.06K- 3.89% |
$45.8K - $50K
|
51K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.31K- 56.72% |
$51.3K - $55.9K
|
1.76K
$40.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.76K- 8.69% |
$83.6K - $91.2K
|
39.5K
$910K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.47K- 14.37% |
$99.3K - $108K
|
26.7K
$614K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.87K- 2.17% |
$175K - $191K
|
355K
$8.16M
|