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 |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.12K- 7.86% |
$31.6K - $32.8K
|
13.2K
$391K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-507- 37.58% |
$14.3K - $14.8K
|
842
$25K
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
90+ 1.0% |
$2.54K - $2.63K
|
9.12K
$271K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.57K- 6.34% |
$44.2K - $45.8K
|
23.2K
$688K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.78K+ 5.46% |
$78.2K - $81.1K
|
53.7K
$1.59M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.95K- 28.84% |
$140K - $145K
|
12.2K
$363K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.9KNew |
$194K - $201K
|
6.9K
$205K
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.52K- 17.36% |
$127K - $132K
|
21.5K
$639K
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
43.6K+ 8.59% |
$1.23M - $1.27M
|
551K
$16.4M
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-927- 1.56% |
$26.1K - $27.1K
|
58.5K
$1.74M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-21.2K- 0.91% |
$597K - $619K
|
2.3M
$68.4M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-955- 86.27% |
$26.9K - $27.9K
|
152
$4.52K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.1K- 68.38% |
$340K - $353K
|
5.58K
$166K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
5.29K+ 0.32% |
$149K - $154K
|
1.68M
$49.9M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
102+ 1.31% |
$2.87K - $2.98K
|
7.88K
$234K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.49MNew |
$42.1M - $43.7M
|
1.49M
$44.4M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-893- 6.85% |
$25.2K - $26.1K
|
12.2K
$361K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.54K- 11.74% |
$128K - $133K
|
34.1K
$1.01M
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
27.2K+ 5.32% |
$767K - $795K
|
539K
$16M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-17.9K- 12.51% |
$505K - $524K
|
125K
$3.72M
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19.1K+ 108.39% |
$537K - $557K
|
36.6K
$1.09M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-26.1K- 1.9% |
$736K - $763K
|
1.35M
$40.1M
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-352- 0.42% |
$9.92K - $10.3K
|
82.7K
$2.46M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10KNew |
$283K - $293K
|
10K
$298K
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.7K+ 0.96% |
$47.8K - $49.6K
|
179K
$5.33M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-380- 3.84% |
$10.7K - $11.1K
|
9.51K
$283K
|
|
Q1 2025 | |||||||
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
295KNew |
$8.33M - $8.63M
|
295K
$8.76M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-422- 11.81% |
$11.9K - $12.4K
|
3.15K
$93.6K
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.37K+ 26.17% |
$152K - $157K
|
25.9K
$770K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.31K- 48.71% |
$93.6K - $96.9K
|
3.49K
$104K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.54KNew |
$270K - $279K
|
9.54K
$283K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
89.6K+ 44.06% |
$2.53M - $2.62M
|
293K
$8.71M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.14KNew |
$32.1K - $33.3K
|
1.14K
$33.8K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
170KNew |
$4.81M - $4.98M
|
170K
$5.06M
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
33.9KNew |
$959K - $993K
|
33.9K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-235- 1.78% |
$6.64K - $6.88K
|
13K
$386K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45KNew |
$1.27M - $1.32M
|
45K
$1.34M
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
274K+ 59.54% |
$7.74M - $8.02M
|
734K
$21.8M
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$28.3 - $29.3
|
1
$29.7
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-7.68K- 6.83% |
$217K - $225K
|
105K
$3.11M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
757+ 0.67% |
$21.4K - $22.2K
|
114K
$3.39M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
138New |
$3.9K - $4.04K
|
138
$4.1K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
16.3KNew |
$462K - $478K
|
16.3K
$485K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
356New |
$10.1K - $10.4K
|
356
$10.6K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14KNew |
$396K - $410K
|
14K
$416K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
67New |
$1.89K - $1.96K
|
67
$1.99K
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
5.48KNew |
$155K - $161K
|
5.48K
$163K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
122+ 254.17% |
$3.45K - $3.57K
|
170
$5.05K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10.4K+ 3.05% |
$293K - $303K
|
350K
$10.4M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
451New |
$12.7K - $13.2K
|
451
$13.4K
|