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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-189- 0.94% |
$5.33K - $5.52K
|
19.9K
$577K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.12K- 7.86% |
$31.6K - $32.8K
|
13.2K
$383K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
86K+ 70.41% |
$2.42M - $2.51M
|
208K
$6.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-3.18K- 5.29% |
$89.6K - $92.9K
|
57K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-16.8K- 46.41% |
$473K - $490K
|
19.4K
$563K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-507- 37.58% |
$14.3K - $14.8K
|
842
$24.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.57K- 6.34% |
$44.2K - $45.8K
|
23.2K
$673K
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
90+ 1.0% |
$2.54K - $2.63K
|
9.12K
$265K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.78K+ 5.46% |
$78.2K - $81.1K
|
53.7K
$1.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.95K- 28.84% |
$140K - $145K
|
12.2K
$355K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.9KNew |
$194K - $201K
|
6.9K
$200K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.52K- 17.36% |
$127K - $132K
|
21.5K
$625K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-21.2K- 0.91% |
$597K - $619K
|
2.3M
$66.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
43.6K+ 8.59% |
$1.23M - $1.27M
|
551K
$16M
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-927- 1.56% |
$26.1K - $27.1K
|
58.5K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-955- 86.27% |
$26.9K - $27.9K
|
152
$4.42K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.1K- 68.38% |
$340K - $353K
|
5.58K
$162K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
5.29K+ 0.32% |
$149K - $154K
|
1.68M
$48.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
102+ 1.31% |
$2.87K - $2.98K
|
7.88K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.49MNew |
$42.1M - $43.7M
|
1.49M
$43.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
27.2K+ 5.32% |
$767K - $795K
|
539K
$15.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-893- 6.85% |
$25.2K - $26.1K
|
12.2K
$353K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.54K- 11.74% |
$128K - $133K
|
34.1K
$991K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-17.9K- 12.51% |
$505K - $524K
|
125K
$3.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19.1K+ 108.39% |
$537K - $557K
|
36.6K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-26.1K- 1.9% |
$736K - $763K
|
1.35M
$39.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-352- 0.42% |
$9.92K - $10.3K
|
82.7K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10KNew |
$283K - $293K
|
10K
$292K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.7K+ 0.96% |
$47.8K - $49.6K
|
179K
$5.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-380- 3.84% |
$10.7K - $11.1K
|
9.51K
$276K
|
|
| Q1 2025 | |||||||
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.56K+ 5.69% |
$185K - $192K
|
122K
$3.54M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-406K- 49.51% |
$11.5M - $11.9M
|
414K
$12M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
67.8K+ 11.28% |
$1.92M - $1.99M
|
669K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
97.6KNew |
$2.76M - $2.86M
|
97.6K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
71KNew |
$2.01M - $2.08M
|
71K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
39.1K+ 32.45% |
$1.11M - $1.15M
|
160K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.42K+ 6.98% |
$40.2K - $41.6K
|
21.8K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
182K+ 7.41% |
$5.13M - $5.31M
|
2.63M
$76.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.8K+ 11.48% |
$1.75M - $1.81M
|
600K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-422- 11.81% |
$11.9K - $12.4K
|
3.15K
$91.6K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.09K- 11.57% |
$30.9K - $32K
|
8.36K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13K+ 5.27% |
$368K - $381K
|
260K
$7.55M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
107K+ 80.77% |
$3.03M - $3.14M
|
240K
$6.97M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.37K+ 26.17% |
$152K - $157K
|
25.9K
$753K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.2KNew |
$62.2K - $64.4K
|
2.2K
$64K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
167+ 1.66% |
$4.72K - $4.89K
|
10.2K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
12.2KNew |
$345K - $357K
|
12.2K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
89.6K+ 44.06% |
$2.53M - $2.62M
|
293K
$8.52M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.31K- 48.71% |
$93.6K - $96.9K
|
3.49K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.54KNew |
$270K - $279K
|
9.54K
$277K
|
|