Prospera Financial Services Inc Spdr Ser Tr Spdr Portfolio Cor Transaction History

Prospera Financial Services Inc

$4.19 Billion
Q1 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Aug 13, 2024	BUY	$28.68 - $29.47 $274,582 - $282,145	9,574 New	9,574 $278,000
Q4 2023 Feb 14, 2024	SELL	$26.77 - $29.6 $188,193 - $208,088	-7,030 Reduced 45.27%	8,500 $249,000
Q3 2023 Nov 13, 2023	BUY	$27.56 - $28.96 $24,804 - $26,064	900 Added 6.15%	15,530 $428,000
Q2 2023 Aug 08, 2023	BUY	$28.44 - $29.46 $114,726 - $118,841	4,034 Added 38.07%	14,630 $422,000
Q1 2023 May 12, 2023	SELL	$28.24 - $29.83 $93,192 - $98,439	-3,300 Reduced 23.75%	10,596 $309,000
Q4 2022 Feb 08, 2023	BUY	$26.99 - $29.37 $89,067 - $96,921	3,300 Added 31.14%	13,896 $394,000
Q3 2022 Oct 27, 2022	SELL	$27.57 - $30.56 $392,431 - $434,991	-14,234 Reduced 57.33%	10,596 $294,000
Q2 2022 Aug 08, 2022	SELL	$28.93 - $32.12 $43,395 - $48,179	-1,500 Reduced 5.7%	24,830 $734,000
Q1 2022 May 04, 2022	SELL	$31.54 - $34.53 $37,848 - $41,436	-1,200 Reduced 4.36%	26,330 $843,000
Q4 2021 Feb 10, 2022	BUY	$34.61 - $35.48 $166,128 - $170,303	4,800 Added 21.12%	27,530 $959,000
Q3 2021 Nov 12, 2021	BUY	$35.1 - $35.84 $270,270 - $275,968	7,700 Added 51.23%	22,730 $798,000
Q2 2021 Aug 12, 2021	SELL	$34.41 - $35.39 $2,408 - $2,477	-70 Reduced 0.46%	15,030 $532,000
Q1 2021 May 06, 2021	BUY	$34.06 - $36.08 $54,496 - $57,728	1,600 Added 11.85%	15,100 $520,000
Q3 2020 Nov 04, 2020	BUY	$35.27 - $36.37 $216,910 - $223,675	6,150 Added 83.67%	13,500 $478,000
Q2 2020 Aug 07, 2020	BUY	$32.09 - $35.22 $235,861 - $258,867	7,350 New	7,350 $259,000

Others Institutions Holding SPBO

# of Institutions

178

Shares Held

45.2M

Call Options Held

17.2K

Put Options Held

12.2K

Adviser Investments LLC

7.6M
Shares

$217 Million
2.81% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.55M
Shares

$187 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

3.02M
Shares

$86.4 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.63M
Shares

$75.2 Million
0.01% of portfolio
St Germain D J CO Inc Springfield, MA

2.32M
Shares

$66.4 Million
3.3% of portfolio

About SPDR SER TR SPDR PORTFOLIO COR

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