Sowell Financial Services LLC Spdr Portfolio Long Term Corpo Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$21.93 - $23.08 $221,800 - $233,431	10,114 New	10,114 $228,000
Q3 2023 Nov 08, 2023	BUY	$21.24 - $23.34 $212,484 - $233,493	10,004 New	10,004 $212,000
Q2 2021 Aug 05, 2021	SELL	$30.01 - $31.87 $460,683 - $489,236	-15,351 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$29.49 - $32.83 $37,570 - $41,825	1,274 Added 9.05%	15,351 $472,000
Q4 2020 Jan 13, 2021	SELL	$31.41 - $33.28 $65,112 - $68,989	-2,073 Reduced 12.84%	14,077 $466,000
Q3 2020 Nov 12, 2020	SELL	$31.75 - $33.59 $44,418 - $46,992	-1,399 Reduced 7.97%	16,150 $513,000
Q2 2020 Aug 13, 2020	BUY	$27.95 - $31.7 $476,212 - $540,104	17,038 Added 3334.25%	17,549 $556,000
Q1 2020 May 12, 2020	BUY	$23.43 - $32.52 $2,507 - $3,479	107 Added 26.49%	511 $15,000
Q4 2019 Feb 07, 2020	SELL	$29.3 - $30.35 $17,140 - $17,754	-585 Reduced 59.15%	404 $0
Q3 2019 Nov 14, 2019	BUY	$29.05 - $30.13 $28,730 - $29,798	989 New	989 $30,000

Others Institutions Holding SPLB

# of Institutions

144

Shares Held

30.4M

Call Options Held

33.2K

Put Options Held

7.3K

International Assets Investment Management, LLC Orlando, FL

9.28M
Shares

$208 Million
0.48% of portfolio
Lpl Financial LLC Fort Mill, SC

2.51M
Shares

$56.1 Million
0.03% of portfolio
Rockland Trust CO

1.51M
Shares

$33.9 Million
1.82% of portfolio
Nyl Investors LLC New York, NY

1.44M
Shares

$32.3 Million
2.24% of portfolio
Morgan Stanley New York, NY

924K
Shares

$20.7 Million
0.0% of portfolio

About SPDR PORTFOLIO LONG TERM CORPO

Ticker SPLB
Sector ETFs
Industry ETFs

More about SPLB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.