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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.49K- 14.64% |
$42.5K - $44.7K
|
8.68K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.76K+ 361.47% |
$78.8K - $82.8K
|
3.52K
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
129K+ 25.72% |
$3.69M - $3.88M
|
632K
$18.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-51.6K- 57.82% |
$1.47M - $1.55M
|
37.7K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
317New |
$9.05K - $9.52K
|
317
$9.19K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.62K- 25.76% |
$103K - $109K
|
10.4K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
30.2K+ 30.62% |
$863K - $908K
|
129K
$3.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
2.28KNew |
$65K - $68.4K
|
2.28K
$66K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.3K+ 5.43% |
$65.5K - $68.9K
|
44.6K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.97K- 11.7% |
$256K - $269K
|
67.7K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
15.6K+ 14.85% |
$445K - $468K
|
121K
$3.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.77K+ 7.36% |
$79.1K - $83.2K
|
40.4K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
230+ 18.62% |
$6.57K - $6.9K
|
1.47K
$42.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.94K+ 6.18% |
$83.9K - $88.2K
|
50.5K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-2.92K- 4.3% |
$83.3K - $87.5K
|
64.9K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
20.1K+ 6.03% |
$574K - $603K
|
353K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
63.5KNew |
$1.81M - $1.91M
|
63.5K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-664- 2.37% |
$19K - $19.9K
|
27.4K
$794K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-181- 0.92% |
$5.17K - $5.43K
|
19.5K
$566K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-353- 0.58% |
$10.1K - $10.6K
|
60.1K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-32.2K- 37.42% |
$920K - $967K
|
53.9K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.6K+ 37.25% |
$274K - $288K
|
35.4K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28K+ 8.0% |
$800K - $841K
|
378K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
91.7K+ 68.04% |
$2.62M - $2.75M
|
227K
$6.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
552K+ 45.05% |
$15.8M - $16.6M
|
1.78M
$51.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
29New |
$828 - $871
|
29
$840
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-260- 1.96% |
$7.43K - $7.81K
|
13K
$377K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
130K+ 39.23% |
$3.72M - $3.92M
|
463K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-17.8K- 75.44% |
$509K - $535K
|
5.8K
$168K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
900+ 13.24% |
$25.7K - $27K
|
7.7K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
893+ 7.83% |
$25.5K - $26.8K
|
12.3K
$357K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.7K- 55.21% |
$305K - $321K
|
8.67K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.78K+ 15.92% |
$165K - $174K
|
42.1K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
41+ 1.17% |
$1.17K - $1.23K
|
3.56K
$103K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.05KNew |
$58.5K - $61.5K
|
2.05K
$59.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
32.9K+ 114.26% |
$940K - $988K
|
61.7K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
99+ 1.31% |
$2.83K - $2.97K
|
7.68K
$223K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
337New |
$9.59K - $10.2K
|
337
$9.77K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20New |
$569 - $604
|
20
$580
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.81K- 25.38% |
$194K - $205K
|
20K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-108K- 90.5% |
$3.07M - $3.26M
|
11.3K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
20New |
$569 - $604
|
20
$580
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.87KNew |
$53.1K - $56.3K
|
1.87K
$54.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
21.4KNew |
$608K - $645K
|
21.4K
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.34KNew |
$209K - $221K
|
7.34K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.7K+ 124.63% |
$475K - $504K
|
30.1K
$872K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
788New |
$22.4K - $23.8K
|
788
$22.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.89K- 19.15% |
$53.7K - $56.9K
|
7.96K
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.7K+ 170.0% |
$48.4K - $51.3K
|
2.7K
$78.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.1K+ 113.07% |
$230K - $244K
|
15.3K
$442K
|
|