Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Cor (SPBO)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Cor (SPBO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
207KNew |
$5.91M - $6.22M
|
207K
$5.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
214K+ 19.97% |
$6.11M - $6.42M
|
1.28M
$37.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10.1KNew |
$287K - $302K
|
10.1K
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
4.63K+ 52.65% |
$132K - $139K
|
13.4K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.07K- 6.33% |
$116K - $122K
|
60.3K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.54K- 5.73% |
$101K - $106K
|
58.1K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-19.3K- 3.12% |
$553K - $581K
|
601K
$17.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
12.8K+ 12.55% |
$367K - $386K
|
115K
$3.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3New |
$85.7 - $90.1
|
3
$86.8
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.55K+ 22.95% |
$72.9K - $76.6K
|
13.7K
$396K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
46.7K+ 20.0% |
$1.33M - $1.4M
|
280K
$8.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
83.3KNew |
$2.38M - $2.5M
|
83.3K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.32K+ 15.46% |
$94.8K - $99.7K
|
24.8K
$717K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
129K+ 25.72% |
$3.69M - $3.88M
|
632K
$18.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
86.7K+ 12.5% |
$2.47M - $2.6M
|
780K
$22.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.76K+ 361.47% |
$78.8K - $82.8K
|
3.52K
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.49K- 14.64% |
$42.5K - $44.7K
|
8.68K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
21.9KNew |
$627K - $659K
|
21.9K
$635K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-51.6K- 57.82% |
$1.47M - $1.55M
|
37.7K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
317New |
$9.05K - $9.52K
|
317
$9.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.62K- 25.76% |
$103K - $109K
|
10.4K
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
30.2K+ 30.62% |
$863K - $908K
|
129K
$3.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.3K+ 5.43% |
$65.5K - $68.9K
|
44.6K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
2.28KNew |
$65K - $68.4K
|
2.28K
$65.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.97K- 11.7% |
$256K - $269K
|
67.7K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
15.6K+ 14.85% |
$445K - $468K
|
121K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.77K+ 7.36% |
$79.1K - $83.2K
|
40.4K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
230+ 18.62% |
$6.57K - $6.9K
|
1.47K
$42.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
63.5KNew |
$1.81M - $1.91M
|
63.5K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
20.1K+ 6.03% |
$574K - $603K
|
353K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-2.92K- 4.3% |
$83.3K - $87.5K
|
64.9K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.94K+ 6.18% |
$83.9K - $88.2K
|
50.5K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-664- 2.37% |
$19K - $19.9K
|
27.4K
$792K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-32.2K- 37.42% |
$920K - $967K
|
53.9K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-353- 0.58% |
$10.1K - $10.6K
|
60.1K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-181- 0.92% |
$5.17K - $5.43K
|
19.5K
$565K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.6K+ 37.25% |
$274K - $288K
|
35.4K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.76K- 7.14% |
$193K - $203K
|
87.9K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
552K+ 45.05% |
$15.8M - $16.6M
|
1.78M
$51.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28K+ 8.0% |
$800K - $841K
|
378K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
91.7K+ 68.04% |
$2.62M - $2.75M
|
227K
$6.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
900+ 13.24% |
$25.7K - $27K
|
7.7K
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
29New |
$828 - $871
|
29
$839
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-260- 1.96% |
$7.43K - $7.81K
|
13K
$377K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
130K+ 39.23% |
$3.72M - $3.92M
|
463K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-17.8K- 75.44% |
$509K - $535K
|
5.8K
$168K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
893+ 7.83% |
$25.5K - $26.8K
|
12.3K
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.7K- 55.21% |
$305K - $321K
|
8.67K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
111K+ 9.89% |
$3.17M - $3.34M
|
1.23M
$35.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
41+ 1.17% |
$1.17K - $1.23K
|
3.56K
$103K
|