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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.37K+ 9.68% |
$152K - $157K
|
60.8K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.1K+ 13.53% |
$144K - $149K
|
42.8K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.49K+ 20.0% |
$127K - $131K
|
26.9K
$782K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.2K+ 132.34% |
$90.4K - $93.6K
|
5.61K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.2KNew |
$62.2K - $64.4K
|
2.2K
$63.9K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.08K+ 63.46% |
$58.7K - $60.8K
|
5.35K
$155K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.44K+ 2.36% |
$40.7K - $42.1K
|
62.3K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.42K+ 6.98% |
$40.2K - $41.6K
|
21.8K
$633K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.35KNew |
$38.1K - $39.5K
|
1.35K
$39.2K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.14KNew |
$32.1K - $33.3K
|
1.14K
$33K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 2.16% |
$31K - $32.1K
|
52K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
944+ 2.61% |
$26.7K - $27.6K
|
37.1K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
856+ 6.38% |
$24.2K - $25.1K
|
14.3K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
807+ 13.03% |
$22.8K - $23.6K
|
7K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
757+ 0.67% |
$21.4K - $22.2K
|
114K
$3.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
594New |
$16.8K - $17.4K
|
594
$17.3K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
465+ 0.12% |
$13.1K - $13.6K
|
375K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
451New |
$12.7K - $13.2K
|
451
$13.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
389+ 18.41% |
$11K - $11.4K
|
2.5K
$72.7K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
375New |
$10.6K - $11K
|
375
$10.9K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
356New |
$10.1K - $10.4K
|
356
$10.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
350+ 4.55% |
$9.89K - $10.2K
|
8.05K
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
319New |
$9.02K - $9.34K
|
319
$9.27K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
290+ 0.17% |
$8.2K - $8.49K
|
168K
$4.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
258New |
$7.29K - $7.55K
|
258
$7.49K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
218+ 0.49% |
$6.16K - $6.38K
|
44.8K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
167+ 1.66% |
$4.72K - $4.89K
|
10.2K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
138New |
$3.9K - $4.04K
|
138
$4.01K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
122+ 254.17% |
$3.45K - $3.57K
|
170
$4.94K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
67New |
$1.89K - $1.96K
|
67
$1.95K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3+ 0.86% |
$84.8 - $87.8
|
352
$10.2K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.83% |
$56.5 - $58.6
|
244
$7.09K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$28.3 - $29.3
|
1
$29.1
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Enstar Group LTD
Hamilton, D0 |
BUY
|
- |
276KNew |
$7.89M - $8.3M
|
276K
$8.03M
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
188KNew |
$5.37M - $5.64M
|
188K
$5.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117K+ 254.38% |
$3.34M - $3.51M
|
163K
$4.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50.2KNew |
$1.43M - $1.51M
|
50.2K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
21.9KNew |
$627K - $659K
|
21.9K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
10.2K+ 3.24% |
$292K - $307K
|
326K
$9.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
8.83KNew |
$252K - $265K
|
8.83K
$256K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.41K+ 6.25% |
$126K - $132K
|
74.9K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.32K+ 15.46% |
$94.8K - $99.7K
|
24.8K
$720K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.76K+ 361.47% |
$78.8K - $82.8K
|
3.52K
$102K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.25K+ 7.59% |
$64.1K - $67.4K
|
31.8K
$924K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.05KNew |
$58.5K - $61.5K
|
2.05K
$59.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.69K+ 0.58% |
$48.2K - $50.6K
|
295K
$8.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.47K+ 311.42% |
$42.1K - $44.2K
|
1.95K
$56.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
489+ 22.84% |
$14K - $14.7K
|
2.63K
$76.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
317New |
$9.05K - $9.52K
|
317
$9.21K
|
|