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 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-9.83K- 4.88% |
$218K - $238K
|
192K
$4.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-10K- 30.56% |
$222K - $242K
|
22.7K
$523K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.2K- 2.4% |
$359K - $392K
|
656K
$15.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.8K- 14.04% |
$373K - $407K
|
103K
$2.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-17.6K- 12.2% |
$390K - $425K
|
126K
$2.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-22.2K- 5.47% |
$493K - $537K
|
383K
$8.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-23.6K- 5.48% |
$523K - $571K
|
407K
$9.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-37.1K- 99.77% |
$825K - $900K
|
84
$1.93K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-52.4K- 42.73% |
$1.16M - $1.27M
|
70.3K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-58.1K- 17.51% |
$1.29M - $1.41M
|
274K
$6.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-61K- 2.43% |
$1.35M - $1.48M
|
2.45M
$56.3M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-70.3K- 9.84% |
$1.56M - $1.7M
|
644K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-72K- 24.41% |
$1.6M - $1.74M
|
223K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-74.1K- 44.02% |
$1.65M - $1.79M
|
94.2K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-89.6K- 47.67% |
$1.99M - $2.17M
|
98.4K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-121K- 72.78% |
$2.68M - $2.92M
|
45.2K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-248K- 95.12% |
$5.5M - $6M
|
12.7K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-258K- 95.26% |
$5.72M - $6.24M
|
12.8K
$295K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-330K- 99.68% |
$7.34M - $8M
|
1.05K
$24.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-433K- 88.92% |
$9.63M - $10.5M
|
54K
$1.24M
|