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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
10.3KNew |
$292K - $309K
|
10.3K
$297K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.81KNew |
$279K - $296K
|
9.81K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
18+ 0.23% |
$512 - $543
|
7.97K
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36K+ 22.57% |
$1.02M - $1.09M
|
195K
$5.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.8K- 17.43% |
$79.8K - $84.6K
|
13.3K
$385K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.23K- 32.37% |
$91.8K - $97.4K
|
6.74K
$195K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
30KNew |
$854K - $905K
|
30K
$869K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
103New |
$2.93K - $3.11K
|
103
$2.98K
|
|
| Q2 2024 | |||||||
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-14KClosed |
$394K - $406K
|
0
$0
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-34- 0.48% |
$956 - $986
|
7K
$203K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
51.9K+ 306.93% |
$1.46M - $1.5M
|
68.8K
$1.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.9K- 6.78% |
$53.3K - $55K
|
26.1K
$756K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-21.6K- 49.8% |
$608K - $626K
|
21.8K
$631K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
235New |
$6.61K - $6.81K
|
235
$6.81K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7.26KClosed |
$204K - $211K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
460New |
$12.9K - $13.3K
|
460
$13.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
662New |
$18.6K - $19.2K
|
662
$19.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45.9K+ 15.6% |
$1.29M - $1.33M
|
340K
$9.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
911New |
$25.6K - $26.4K
|
911
$26.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
216+ 6.58% |
$6.08K - $6.26K
|
3.5K
$101K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-9.17K- 51.25% |
$258K - $266K
|
8.73K
$253K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1New |
$28.1 - $29
|
1
$29
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.01K- 16.58% |
$56.6K - $58.3K
|
10.1K
$293K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.83KNew |
$51.6K - $53.1K
|
1.83K
$53.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
84.6KNew |
$2.38M - $2.45M
|
84.6K
$2.45M
|
|
| Q1 2024 | |||||||
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
142New |
$4.07K - $4.18K
|
142
$4.12K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
9.57KNew |
$275K - $282K
|
9.57K
$277K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24New |
$688 - $707
|
24
$696
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.2KNew |
$293K - $301K
|
10.2K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
13.4KNew |
$383K - $394K
|
13.4K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.08KNew |
$203K - $209K
|
7.08K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.07K+ 55.76% |
$30.7K - $31.5K
|
2.99K
$86.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.46K+ 53.65% |
$128K - $132K
|
12.8K
$370K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.14K+ 7.6% |
$32.7K - $33.6K
|
16.1K
$468K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.04K+ 9.12% |
$29.8K - $30.6K
|
12.4K
$361K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.95KNew |
$142K - $146K
|
4.95K
$143K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
248New |
$7.11K - $7.31K
|
248
$7.19K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
215KNew |
$6.16M - $6.33M
|
215K
$6.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.26KNew |
$237K - $244K
|
8.26K
$239K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-42.7K- 23.23% |
$1.22M - $1.26M
|
141K
$4.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.33K- 15.33% |
$38.2K - $39.3K
|
7.36K
$213K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20K- 99.24% |
$574K - $590K
|
154
$4.46K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
47New |
$1.35K - $1.39K
|
47
$1.36K
|
|
| Q4 2023 | |||||||
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.95KNew |
$240K - $265K
|
8.95K
$259K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
7.16K+ 86.65% |
$192K - $212K
|
15.4K
$447K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.32KNew |
$116K - $128K
|
4.32K
$125K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
27.8KNew |
$744K - $823K
|
27.8K
$805K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
23New |
$616 - $681
|
23
$667
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.98K+ 18.16% |
$187K - $207K
|
45.4K
$1.32M
|
|