Collaborative Wealth Managment Inc. Spdr Portfolio Long Term Corpo Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Portfolio Long Term Corpo stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 151,692 shares of SPLB stock, worth $3.44 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
151,692
Previous 191,128 20.63%
Holding current value
$3.44 Million
Previous $4.31 Million 18.69%
% of portfolio
1.47%
Previous 1.94%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$21.99 - $23.38 $867,197 - $922,013
-39,436 Reduced 20.63%
151,692 $3.51 Million
Q2 2025

Aug 08, 2025
SELL
$21.37 - $22.67 $534,955 - $567,498
-25,033 Reduced 11.58%
191,128 $4.31 Million
Q1 2025

May 08, 2025
BUY
$21.73 - $23.02 $59,953 - $63,512
2,759 Added 1.29%
216,161 $4.88 Million
Q4 2024

Feb 10, 2025
BUY
$22.21 - $24.22 $191,516 - $208,849
8,623 Added 4.21%
213,402 $4.74 Million
Q3 2024

Nov 12, 2024
BUY
$22.25 - $24.44 $158,598 - $174,208
7,128 Added 3.61%
204,779 $4.95 Million
Q2 2024

Aug 09, 2024
BUY
$21.93 - $23.08 $472,306 - $497,073
21,537 Added 12.23%
197,651 $4.46 Million
Q1 2024

May 10, 2024
BUY
$22.65 - $23.8 $278,119 - $292,240
12,279 Added 7.49%
176,114 $4.09 Million
Q4 2023

Feb 07, 2024
BUY
$20.07 - $24.05 $173,465 - $207,864
8,643 Added 5.57%
163,835 $3.9 Million
Q3 2023

Nov 09, 2023
BUY
$21.24 - $23.34 $229,561 - $252,258
10,808 Added 7.49%
155,192 $3.3 Million
Q2 2023

Aug 07, 2023
BUY
$22.48 - $23.86 $406,977 - $431,961
18,104 Added 14.34%
144,384 $3.36 Million
Q1 2023

May 08, 2023
BUY
$22.37 - $24.4 $943,790 - $1.03 Million
42,190 Added 50.17%
126,280 $2.98 Million
Q4 2022

Feb 10, 2023
BUY
$20.56 - $24.07 $87,215 - $102,104
4,242 Added 5.31%
84,090 $1.89 Million
Q3 2022

Nov 14, 2022
BUY
$21.47 - $25.39 $248,214 - $293,533
11,561 Added 16.93%
79,848 $1.74 Million
Q2 2022

Aug 15, 2022
BUY
$23.44 - $28.02 $272,865 - $326,180
11,641 Added 20.55%
68,287 $1.65 Million
Q4 2021

Feb 11, 2022
SELL
$30.89 - $32.39 $122,756 - $128,717
-3,974 Reduced 6.56%
56,646 $1.78 Million
Q1 2021

May 12, 2022
BUY
$29.49 - $32.83 $1.79 Million - $1.99 Million
60,620 New
60,620 $1.69 Million

Others Institutions Holding SPLB

# of Institutions
165
Shares Held
23.5M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO LONG TERM CORPO

SPLB Quotes by TradingView
  • Ticker SPLB
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