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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.24K+ 0.7% |
$35.1K - $36.4K
|
178K
$5.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
141K+ 11.4% |
$3.98M - $4.12M
|
1.38M
$39.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
22.2K+ 18.38% |
$629K - $651K
|
143K
$4.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18.5K- 31.73% |
$523K - $541K
|
39.8K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-14.4K- 36.79% |
$407K - $422K
|
24.7K
$717K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-68.3K- 77.68% |
$1.93M - $2M
|
19.6K
$569K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-97.9K- 4.05% |
$2.77M - $2.87M
|
2.32M
$67.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.17K- 42.04% |
$203K - $210K
|
9.89K
$286K
|
|
| Q4 2024 | |||||||
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
188KNew |
$5.37M - $5.64M
|
188K
$5.45M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
45New |
$1.29K - $1.35K
|
45
$1.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-23.1K- 55.38% |
$661K - $695K
|
18.6K
$540K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
84New |
$2.4K - $2.52K
|
84
$2.43K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.36K+ 25.07% |
$67.4K - $70.8K
|
11.8K
$341K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
4M+ 162.2% |
$114M - $120M
|
6.46M
$187M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.01K+ 29.64% |
$257K - $271K
|
39.4K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.42K+ 0.99% |
$69K - $72.5K
|
247K
$7.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.98K- 24.42% |
$56.4K - $59.3K
|
6.11K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
489+ 22.84% |
$14K - $14.7K
|
2.63K
$76.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.65K- 8.12% |
$75.7K - $79.6K
|
30K
$869K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
681K+ 309.76% |
$19.4M - $20.4M
|
900K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.62K- 47.59% |
$161K - $169K
|
6.19K
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
81.8K+ 7.31% |
$2.34M - $2.46M
|
1.2M
$34.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.57KNew |
$102K - $107K
|
3.57K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
175K+ 7.67% |
$4.98M - $5.24M
|
2.45M
$71M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
190KNew |
$5.43M - $5.7M
|
190K
$5.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
333K+ 38.16% |
$9.51M - $9.99M
|
1.21M
$34.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.18K+ 13.35% |
$33.8K - $35.5K
|
10K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
8.83KNew |
$252K - $265K
|
8.83K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13+ 28.89% |
$371 - $390
|
58
$1.68K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
47.3KNew |
$1.35M - $1.42M
|
47.3K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117K+ 254.38% |
$3.34M - $3.51M
|
163K
$4.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
19.2K+ 2133.33% |
$548K - $576K
|
20.1K
$582K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
197K+ 3156.23% |
$5.63M - $5.92M
|
203K
$5.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Enstar Group LTD
Hamilton, D0 |
BUY
|
- |
276KNew |
$7.89M - $8.3M
|
276K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 1.68% |
$114 - $120
|
242
$7.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.77K+ 117.56% |
$50.5K - $53K
|
3.27K
$94.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.36K- 52.69% |
$67.4K - $70.8K
|
2.12K
$61.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.2K+ 2.91% |
$434K - $456K
|
538K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
10.2K+ 3.24% |
$292K - $307K
|
326K
$9.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-85- 0.5% |
$2.43K - $2.55K
|
17K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
69+ 0.12% |
$1.97K - $2.07K
|
55.4K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.47K+ 311.42% |
$42.1K - $44.2K
|
1.95K
$56.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
460KNew |
$13.1M - $13.8M
|
460K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
203K+ 16.43% |
$5.81M - $6.1M
|
1.44M
$41.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.42KNew |
$69K - $72.5K
|
2.42K
$70K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.54K- 12.37% |
$158K - $166K
|
39.2K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.74K+ 15.13% |
$49.7K - $52.2K
|
13.2K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-440- 2.14% |
$12.6K - $13.2K
|
20.1K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10K+ 38.21% |
$286K - $300K
|
36.2K
$1.05M
|
|