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 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
48New |
$1.37K - $1.44K
|
48
$1.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.48K+ 4.63% |
$42.2K - $44.3K
|
33.4K
$967K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.9K+ 16.57% |
$539K - $566K
|
133K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-10K- 5.66% |
$287K - $302K
|
167K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.01K+ 0.27% |
$29K - $30.4K
|
375K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-150- 0.73% |
$4.28K - $4.5K
|
20.4K
$590K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-49.9K- 30.57% |
$1.42M - $1.5M
|
113K
$3.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
516+ 2.35% |
$14.7K - $15.5K
|
22.4K
$650K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.78K- 2.93% |
$50.8K - $53.4K
|
59K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
391K+ 2.92% |
$11.2M - $11.7M
|
13.8M
$399M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.12K+ 5.8% |
$32K - $33.7K
|
20.5K
$593K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.28K+ 12.47% |
$65K - $68.3K
|
20.5K
$595K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.6K- 19.92% |
$331K - $348K
|
46.7K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.1K+ 134.66% |
$2.17M - $2.28M
|
133K
$3.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.5K- 33.35% |
$870K - $915K
|
60.9K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-745- 7.3% |
$21.3K - $22.4K
|
9.46K
$274K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.21K- 1.17% |
$177K - $186K
|
522K
$15.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
424K+ 13.28% |
$12.1M - $12.7M
|
3.62M
$105M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.8K+ 1.49% |
$481K - $505K
|
1.15M
$33.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-105- 1.41% |
$3K - $3.15K
|
7.34K
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-848K- 98.01% |
$24.2M - $25.4M
|
17.2K
$499K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.55K- 12.3% |
$44.1K - $46.4K
|
11K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
349New |
$9.97K - $10.5K
|
349
$10.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-130- 1.88% |
$3.71K - $3.9K
|
6.8K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.18K+ 13.83% |
$177K - $186K
|
50.9K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.99K+ 1.95% |
$56.9K - $59.8K
|
104K
$3.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-11.5K- 9.31% |
$330K - $346K
|
112K
$3.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.25K+ 7.59% |
$64.1K - $67.4K
|
31.8K
$922K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.69K+ 0.58% |
$48.2K - $50.6K
|
295K
$8.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1K+ 108.79% |
$31.4K - $33.1K
|
2.11K
$61.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.56K- 27.83% |
$102K - $107K
|
9.22K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.11K+ 0.31% |
$60.3K - $63.4K
|
685K
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50.2KNew |
$1.43M - $1.51M
|
50.2K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.6K+ 828.72% |
$1.82M - $1.91M
|
71.3K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
546+ 3.74% |
$15.6K - $16.4K
|
15.1K
$439K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
207KNew |
$5.91M - $6.22M
|
207K
$6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.07K- 6.33% |
$116K - $122K
|
60.3K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
4.63K+ 52.65% |
$132K - $139K
|
13.4K
$389K
|
|
|
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 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-19.3K- 3.12% |
$553K - $581K
|
601K
$17.4M
|
|
|
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
|
Private Trust CO Na
|
BUY
|
- |
2.55K+ 22.95% |
$72.9K - $76.6K
|
13.7K
$396K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
12.8K+ 12.55% |
$367K - $386K
|
115K
$3.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3New |
$85.7 - $90.1
|
3
$86.9
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
46.7K+ 20.0% |
$1.33M - $1.4M
|
280K
$8.12M
|
|
|
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
|
Private Advisor Group, LLC
|
BUY
|
- |
86.7K+ 12.5% |
$2.47M - $2.6M
|
780K
$22.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
21.9KNew |
$627K - $659K
|
21.9K
$636K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.32K+ 15.46% |
$94.8K - $99.7K
|
24.8K
$719K
|