Latest Institutional Purchases of Spdr Ser Tr Spdr Portfolio Cor (SPBO)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Cor (SPBO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
552K+ 45.05% |
$15.8M - $16.6M
|
1.78M
$51M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
130K+ 39.23% |
$3.72M - $3.92M
|
463K
$13.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
111K+ 9.89% |
$3.17M - $3.34M
|
1.23M
$35.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
91.7K+ 68.04% |
$2.62M - $2.75M
|
227K
$6.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
63.5KNew |
$1.81M - $1.91M
|
63.5K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
32.9K+ 114.26% |
$940K - $988K
|
61.7K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28K+ 8.0% |
$800K - $841K
|
378K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
20.1K+ 6.03% |
$574K - $603K
|
353K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18.6K+ 18.18% |
$532K - $559K
|
121K
$3.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.6K+ 37.25% |
$274K - $288K
|
35.4K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.78K+ 15.92% |
$165K - $174K
|
42.1K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.94K+ 6.18% |
$83.9K - $88.2K
|
50.5K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.05KNew |
$58.5K - $61.5K
|
2.05K
$58.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
900+ 13.24% |
$25.7K - $27K
|
7.7K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
893+ 7.83% |
$25.5K - $26.8K
|
12.3K
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
230+ 18.62% |
$6.57K - $6.9K
|
1.47K
$42.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
99+ 1.31% |
$2.83K - $2.97K
|
7.68K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
41+ 1.17% |
$1.17K - $1.23K
|
3.56K
$102K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
29New |
$828 - $871
|
29
$833
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
865KNew |
$24.6M - $26.1M
|
865K
$24.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
637K+ 1404.35% |
$18.1M - $19.2M
|
682K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
316KNew |
$9M - $9.54M
|
316K
$9.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
294K+ 73.7% |
$8.37M - $8.87M
|
693K
$19.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
233K+ 7.86% |
$6.62M - $7.02M
|
3.19M
$91.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
219K+ 58958.87% |
$6.24M - $6.62M
|
220K
$6.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
168K+ 1.27% |
$4.77M - $5.06M
|
13.4M
$384M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
147K+ 15.14% |
$4.18M - $4.44M
|
1.12M
$32.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
133K+ 18.06% |
$3.8M - $4.03M
|
872K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 26.87% |
$3.15M - $3.34M
|
523K
$15M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
98.9K+ 50.95% |
$2.81M - $2.99M
|
293K
$8.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
55.4KNew |
$1.57M - $1.67M
|
55.4K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.5K+ 526.77% |
$1.35M - $1.43M
|
56.5K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
46.6K+ 10.21% |
$1.33M - $1.41M
|
503K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.5K+ 2.09% |
$1.32M - $1.4M
|
2.27M
$65.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
43.1K+ 93.5% |
$1.23M - $1.3M
|
89.3K
$2.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36K+ 22.57% |
$1.02M - $1.09M
|
195K
$5.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.9K+ 17.21% |
$1.02M - $1.08M
|
244K
$7.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
32.3K+ 6.51% |
$918K - $974K
|
528K
$15.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
30KNew |
$854K - $905K
|
30K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
21.9KNew |
$624K - $661K
|
21.9K
$629K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.5KNew |
$611K - $648K
|
21.5K
$617K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
21.4KNew |
$608K - $645K
|
21.4K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.7K+ 124.63% |
$475K - $504K
|
30.1K
$864K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.6K+ 19.34% |
$472K - $501K
|
102K
$2.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 14795.92% |
$413K - $438K
|
14.6K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.1K+ 142.79% |
$343K - $364K
|
20.5K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
11.8KNew |
$336K - $357K
|
11.8K
$339K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
10.3KNew |
$292K - $309K
|
10.3K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.2K+ 45.66% |
$291K - $309K
|
32.6K
$937K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.81KNew |
$279K - $296K
|
9.81K
$282K
|
|