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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.49K+ 20.0% |
$127K - $131K
|
26.9K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
375New |
$10.6K - $11K
|
375
$10.9K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45KNew |
$1.27M - $1.32M
|
45K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
274K+ 59.54% |
$7.74M - $8.02M
|
734K
$21.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.14KNew |
$32.1K - $33.3K
|
1.14K
$33K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.28K- 10.92% |
$121K - $125K
|
34.9K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.54K- 4.31% |
$71.9K - $74.5K
|
56.5K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
290+ 0.17% |
$8.2K - $8.49K
|
168K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
465+ 0.12% |
$13.1K - $13.6K
|
375K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
127K+ 10.54% |
$3.58M - $3.7M
|
1.33M
$38.5M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.08K+ 63.46% |
$58.7K - $60.8K
|
5.35K
$155K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
69.5KNew |
$1.96M - $2.03M
|
69.5K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
114K+ 85.81% |
$3.22M - $3.33M
|
246K
$7.16M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.37K+ 9.68% |
$152K - $157K
|
60.8K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.2K+ 132.34% |
$90.4K - $93.6K
|
5.61K
$163K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-7.68K- 6.83% |
$217K - $225K
|
105K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.18M- 44.83% |
$175M - $181M
|
7.6M
$221M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-173K- 83.41% |
$4.88M - $5.06M
|
34.4K
$998K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-408- 19.25% |
$11.5K - $11.9K
|
1.71K
$49.7K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
807+ 13.03% |
$22.8K - $23.6K
|
7K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$28.3 - $29.3
|
1
$29.1
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-87- 0.43% |
$2.46K - $2.55K
|
20K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.5K- 55.49% |
$523K - $542K
|
14.9K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-364- 1.78% |
$10.3K - $10.7K
|
20.1K
$584K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
757+ 0.67% |
$21.4K - $22.2K
|
114K
$3.31M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-44.9K- 8.6% |
$1.27M - $1.31M
|
477K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.22K- 3.81% |
$62.6K - $64.9K
|
55.9K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.95K- 64.51% |
$168K - $174K
|
3.27K
$95.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 2.16% |
$31K - $32.1K
|
52K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66.6K+ 7.4% |
$1.88M - $1.95M
|
967K
$28.1M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19.2K+ 18.43% |
$542K - $562K
|
123K
$3.58M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
138New |
$3.9K - $4.04K
|
138
$4.01K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.69K- 19.77% |
$104K - $108K
|
15K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.78K- 11.49% |
$220K - $228K
|
60K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.1K+ 5.32% |
$286K - $296K
|
200K
$5.81M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.35KNew |
$38.1K - $39.5K
|
1.35K
$39.2K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-38.9K- 82.18% |
$1.1M - $1.14M
|
8.43K
$245K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.63K+ 10.45% |
$159K - $165K
|
59.5K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-595K- 16.45% |
$16.8M - $17.4M
|
3.02M
$87.7M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
16.3KNew |
$462K - $478K
|
16.3K
$474K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
356New |
$10.1K - $10.4K
|
356
$10.3K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14KNew |
$396K - $410K
|
14K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
67New |
$1.89K - $1.96K
|
67
$1.95K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
9.03KNew |
$255K - $264K
|
9.03K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.1K+ 13.53% |
$144K - $149K
|
42.8K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-305- 20.82% |
$8.62K - $8.93K
|
1.16K
$33.7K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
82.7K+ 5.74% |
$2.34M - $2.42M
|
1.52M
$44.3M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.23K- 1.72% |
$34.7K - $36K
|
70.1K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
944+ 2.61% |
$26.7K - $27.6K
|
37.1K
$1.08M
|