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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.91K+ 19.56% |
$77.9K - $86.1K
|
17.8K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24.1KNew |
$646K - $714K
|
24.1K
$699K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.67K- 3.0% |
$44.6K - $49.3K
|
53.8K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
824New |
$22.1K - $24.4K
|
824
$23.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
6.89KNew |
$184K - $204K
|
6.89K
$200K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19.2K- 73.05% |
$515K - $569K
|
7.09K
$206K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.8K- 18.41% |
$48.3K - $53.4K
|
8K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
9.98KNew |
$267K - $295K
|
9.98K
$289K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
24.9KNew |
$667K - $738K
|
24.9K
$723K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
28.6KNew |
$765K - $846K
|
28.6K
$828K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-188K- 67.01% |
$5.04M - $5.57M
|
92.7K
$2.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.2KNew |
$272K - $301K
|
10.2K
$295K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.61K- 60.91% |
$43.1K - $47.7K
|
1.03K
$30K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
10.9K+ 40.27% |
$291K - $322K
|
37.9K
$1.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.8K+ 58.35% |
$369K - $408K
|
37.4K
$1.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
67.8K+ 238.28% |
$1.81M - $2.01M
|
96.2K
$2.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.86K+ 25.31% |
$76.6K - $84.7K
|
14.2K
$410K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66.6K- 7.93% |
$1.83M - $1.93M
|
773K
$22.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.43KNew |
$66.9K - $70.3K
|
2.43K
$70.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
149New |
$4.11K - $4.32K
|
149
$4.32K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
473KNew |
$13M - $13.7M
|
473K
$13.7M
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
336New |
$9.56K - $9.9K
|
336
$9.74K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
230New |
$6.54K - $6.78K
|
230
$6.67K
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-217K- 56.85% |
$6.18M - $6.4M
|
165K
$4.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
30+ 0.3% |
$853 - $884
|
10.1K
$293K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.68K- 18.05% |
$47.8K - $49.5K
|
7.63K
$221K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.67K+ 38.02% |
$104K - $108K
|
13.3K
$386K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 3.03% |
$28.4 - $29.5
|
34
$985
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.73K+ 2.18% |
$135K - $139K
|
222K
$6.44M
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.27K+ 3333.82% |
$64K - $67.6K
|
2.34K
$67.7K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.72K- 18.96% |
$76.9K - $81.2K
|
11.6K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-466K- 48.81% |
$13.2M - $13.9M
|
489K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
210+ 2.82% |
$5.93K - $6.26K
|
7.66K
$222K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
27.3KNew |
$771K - $814K
|
27.3K
$791K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.09KNew |
$30.9K - $32.6K
|
1.09K
$31.7K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.09KNew |
$30.8K - $32.5K
|
1.09K
$31.6K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
29.6KNew |
$835K - $882K
|
29.6K
$857K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
40+ 0.04% |
$1.13K - $1.19K
|
95.4K
$2.77M
|
|
| Q4 2022 | |||||||
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10.6KNew |
$287K - $313K
|
10.6K
$309K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$81 - $88.1
|
3
$86.9
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
890New |
$24K - $26.1K
|
890
$25.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5.11K+ 4.51% |
$138K - $150K
|
118K
$3.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.99K+ 83.55% |
$80.7K - $87.8K
|
6.57K
$190K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
508+ 4.29% |
$13.7K - $14.9K
|
12.3K
$358K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.02KNew |
$27.5K - $30K
|
1.02K
$29.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
148New |
$3.99K - $4.35K
|
148
$4.29K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-14KClosed |
$386K - $428K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-136- 1.82% |
$3.75K - $4.16K
|
7.32K
$212K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.5K- 4.22% |
$41.3K - $45.8K
|
34K
$986K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$8.27K - $9.17K
|
300
$8.69K
|
|