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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-37.6KClosed |
$1.28M - $1.36M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 23, 2021
Q4 2020
|
Systelligence, LLC
|
SELL
|
- |
-75KClosed |
$2.64M - $2.72M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-4.3KClosed |
$151K - $156K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-71.6KClosed |
$2.52M - $2.6M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
6.41KNew |
$226K - $233K
|
6.41K
$186K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-255Closed |
$8.18K - $8.98K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-13KClosed |
$417K - $458K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-12KClosed |
$386K - $424K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
CALL |
-222KClosed |
$6.27M - $7.84M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-13.6KClosed |
$383K - $479K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-35.9KClosed |
$1.06M - $1.22M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-22.4KClosed |
$604K - $636K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-28Closed |
$739 - $755
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-27Closed |
$721 - $731
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-220Closed |
$5.83K - $5.94K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-28.3KClosed |
$752K - $766K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1New |
N/A
|
1
$29.1
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$29.1
|
|