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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-7.9K- 39.29% |
$223K - $231K
|
12.2K
$363K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
128+ 7.48% |
$3.61K - $3.74K
|
1.84K
$54.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-57.7K- 29.27% |
$1.63M - $1.69M
|
139K
$4.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.7K- 16.25% |
$47.8K - $49.6K
|
8.74K
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-493K- 97.61% |
$13.9M - $14.4M
|
12.1K
$360K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.27K+ 3.47% |
$120K - $125K
|
128K
$3.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-442- 5.29% |
$12.5K - $12.9K
|
7.92K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
17.7KNew |
$499K - $517K
|
17.7K
$526K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 2.51% |
$225 - $234
|
327
$9.72K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-160- 4.89% |
$4.51K - $4.68K
|
3.11K
$92.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
68.9K+ 11.57% |
$1.94M - $2.01M
|
664K
$19.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
49.9K+ 83.81% |
$1.41M - $1.46M
|
109K
$3.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11.5K+ 1.71% |
$323K - $335K
|
680K
$20.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.46K- 2.09% |
$41.3K - $42.8K
|
68.6K
$2.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.99K+ 16.14% |
$169K - $175K
|
43.1K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.5K+ 63.62% |
$183K - $190K
|
16.7K
$497K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
48.5K+ 14.87% |
$1.37M - $1.42M
|
375K
$11.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3.51KNew |
$98.9K - $103K
|
3.51K
$104K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
12.4KNew |
$350K - $363K
|
12.4K
$369K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-6.11K- 14.28% |
$172K - $178K
|
36.7K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
81.6K+ 5.36% |
$2.3M - $2.38M
|
1.6M
$47.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.2M- 81.59% |
$175M - $181M
|
1.4M
$41.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-11.7K- 19.52% |
$330K - $342K
|
48.3K
$1.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.94K+ 17.19% |
$252K - $261K
|
60.9K
$1.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
16.8KNew |
$473K - $490K
|
16.8K
$499K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.72K+ 30.69% |
$48.5K - $50.3K
|
7.33K
$218K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.77K+ 2.9% |
$49.8K - $51.6K
|
62.6K
$1.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-91- 35.27% |
$2.56K - $2.66K
|
167
$4.96K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.25K- 9.6% |
$120K - $124K
|
40K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
18.1K+ 1.37% |
$510K - $529K
|
1.34M
$39.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
432+ 17.27% |
$12.2K - $12.6K
|
2.93K
$87.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
76.7K+ 29.26% |
$2.16M - $2.24M
|
339K
$10.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.36K+ 9.59% |
$151K - $157K
|
61.3K
$1.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.12K- 43.04% |
$173K - $179K
|
8.1K
$241K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.2K+ 8.34% |
$146K - $152K
|
67.5K
$2.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.48K- 3.2% |
$41.7K - $43.3K
|
44.8K
$1.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.39K- 27.45% |
$95.4K - $98.9K
|
8.95K
$266K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11.8K+ 17.82% |
$331K - $344K
|
77.8K
$2.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
912+ 2.04% |
$25.7K - $26.6K
|
45.7K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-40.5K- 21.54% |
$1.14M - $1.18M
|
148K
$4.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.8K- 60.28% |
$333K - $346K
|
7.8K
$232K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
37.2K+ 91.06% |
$1.05M - $1.09M
|
78.1K
$2.32M
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-10.7K- 6.68% |
$301K - $312K
|
149K
$4.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
34+ 0.35% |
$958 - $993
|
9.84K
$292K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
23.8K+ 8.79% |
$672K - $696K
|
295K
$8.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-186- 16.03% |
$5.24K - $5.43K
|
974
$28.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-189- 0.94% |
$5.33K - $5.52K
|
19.9K
$590K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-16.8K- 46.41% |
$473K - $490K
|
19.4K
$576K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-3.18K- 5.29% |
$89.6K - $92.9K
|
57K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
86K+ 70.41% |
$2.42M - $2.51M
|
208K
$6.19M
|