Spectrum Planning & Advisory Services Inc. Spdr Portfolio Long Term Corpo Transaction History

Spectrum Planning & Advisory Services Inc.

$133 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$29.49 - $32.83 $2.97 Million - $3.3 Million	-100,546 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$31.41 - $33.28 $3.16 Million - $3.35 Million	100,546 New	100,546 $3.33 Million

Others Institutions Holding SPLB

# of Institutions

183

Shares Held

35.9M

Call Options Held

300

Put Options Held

2.2K

State Street Corp Boston, MA

6.89M
Shares

$155 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

3.24M
Shares

$73 Million
0.03% of portfolio
Rmg Wealth Management LLC Platteville, WI

2.1M
Shares

$47.2 Million
7.13% of portfolio
Rockland Trust CO

1.68M
Shares

$37.8 Million
1.88% of portfolio
Nyl Investors LLC New York, NY

1.45M
Shares

$32.6 Million
2.12% of portfolio

View Full List

About SPDR PORTFOLIO LONG TERM CORPO

Ticker SPLB
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