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 |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
13.8KNew |
$389K - $403K
|
13.8K
$410K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60K+ 48.65% |
$1.69M - $1.75M
|
183K
$5.45M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
490K+ 118.21% |
$13.8M - $14.3M
|
904K
$26.9M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.27K- 15.07% |
$35.8K - $37.1K
|
7.16K
$213K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.8K+ 100.0% |
$897K - $930K
|
63.6K
$1.89M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
532K+ 88.63% |
$15M - $15.5M
|
1.13M
$33.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 1.23% |
$84.5 - $87.7
|
247
$7.34K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-975- 11.05% |
$27.5K - $28.5K
|
7.85K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-202K- 3.08% |
$5.69M - $5.9M
|
6.35M
$189M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-186- 1.25% |
$5.24K - $5.43K
|
14.7K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-8.1K- 47.09% |
$228K - $237K
|
9.1K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.27K- 48.61% |
$205K - $213K
|
7.69K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.84K+ 3.59% |
$249K - $258K
|
255K
$7.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.53K- 0.67% |
$71.4K - $74K
|
373K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-726- 3.33% |
$20.5K - $21.2K
|
21.1K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
200+ 2.86% |
$5.64K - $5.84K
|
7.2K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
41.5K+ 58.46% |
$1.17M - $1.21M
|
112K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
71.4K+ 2.72% |
$2.01M - $2.09M
|
2.7M
$80.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-954K- 98.7% |
$26.9M - $27.9M
|
12.6K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.7K- 4.89% |
$47.8K - $49.6K
|
33K
$980K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4+ 1.14% |
$113 - $117
|
356
$10.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.8K- 22.69% |
$220K - $228K
|
26.6K
$789K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.9K- 86.36% |
$53.5K - $55.5K
|
300
$8.92K
|
|
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
2.55MNew |
$72M - $74.7M
|
2.55M
$75.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.33K+ 19.7% |
$122K - $127K
|
26.3K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-994- 1.76% |
$28K - $29K
|
55.5K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
8.39KNew |
$236K - $245K
|
8.39K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.54K+ 8.74% |
$241K - $249K
|
106K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.47K- 2.88% |
$211K - $218K
|
252K
$7.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.17K+ 3.41% |
$230K - $239K
|
248K
$7.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
30.4KNew |
$857K - $888K
|
30.4K
$903K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
108+ 28.8% |
$3.04K - $3.16K
|
483
$14.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.36K+ 16.18% |
$123K - $127K
|
31.3K
$929K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-313- 11.9% |
$8.82K - $9.15K
|
2.32K
$68.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39.1K+ 3.42% |
$1.1M - $1.14M
|
1.18M
$35.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
212New |
$5.97K - $6.19K
|
212
$6.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-360- 6.74% |
$10.1K - $10.5K
|
4.99K
$148K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
14.3K+ 1.08% |
$403K - $418K
|
1.34M
$39.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9.9K- 57.53% |
$279K - $289K
|
7.31K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.83K+ 1.22% |
$164K - $170K
|
483K
$14.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
297+ 0.3% |
$8.37K - $8.68K
|
98.9K
$2.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-40.3K- 20.13% |
$1.14M - $1.18M
|
160K
$4.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.35K- 38.28% |
$38K - $39.4K
|
2.17K
$64.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
19.1K+ 15.71% |
$539K - $559K
|
141K
$4.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-242K- 8.0% |
$6.81M - $7.06M
|
2.78M
$82.6M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
44K+ 63.3% |
$1.24M - $1.28M
|
113K
$3.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.16K- 23.36% |
$230K - $238K
|
26.8K
$795K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-79.7K- 47.52% |
$2.25M - $2.33M
|
88K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
530New |
$14.9K - $15.5K
|
530
$15.8K
|