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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.46K+ 53.65% |
$128K - $132K
|
12.8K
$369K
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.51K+ 158.16% |
$101K - $103K
|
5.73K
$165K
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.28KNew |
$94.1K - $96.7K
|
3.28K
$94.8K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.12K+ 75.01% |
$89.5K - $92K
|
7.28K
$211K
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.56K+ 2.03% |
$73.4K - $75.4K
|
129K
$3.72M
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.39K+ 5.88% |
$68.5K - $70.4K
|
43K
$1.24M
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.87K+ 2.66% |
$53.5K - $55K
|
72K
$2.08M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.5KNew |
$43K - $44.2K
|
1.5K
$43.4K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.25K+ 3.63% |
$36K - $37K
|
35.8K
$1.03M
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.2KNew |
$34.3K - $35.2K
|
1.2K
$34.6K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.14K+ 7.6% |
$32.7K - $33.6K
|
16.1K
$466K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.07K+ 55.76% |
$30.7K - $31.5K
|
2.99K
$86.3K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.04K+ 9.12% |
$29.8K - $30.6K
|
12.4K
$360K
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
962+ 7.53% |
$27.6K - $28.4K
|
13.7K
$397K
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
762+ 2.06% |
$21.9K - $22.5K
|
37.7K
$1.09M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
718+ 5.09% |
$20.6K - $21.2K
|
14.8K
$428K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
698+ 13.71% |
$20K - $20.6K
|
5.79K
$167K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
283+ 3.82% |
$8.12K - $8.34K
|
7.7K
$223K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
248New |
$7.11K - $7.31K
|
248
$7.17K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
172+ 14.6% |
$4.93K - $5.07K
|
1.35K
$39K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
151+ 25.17% |
$4.33K - $4.45K
|
751
$21.7K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
137New |
$3.93K - $4.04K
|
137
$3.96K
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
95+ 1.3% |
$2.72K - $2.8K
|
7.39K
$214K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
75+ 1.08% |
$2.15K - $2.21K
|
7.04K
$203K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
47New |
$1.35K - $1.39K
|
47
$1.36K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 4.49% |
$918 - $943
|
744
$21.5K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24New |
$688 - $707
|
24
$694
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
19+ 0.15% |
$545 - $560
|
12.5K
$362K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2+ 0.01% |
$57.4 - $58.9
|
29.6K
$855K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.87% |
$57.4 - $58.9
|
232
$6.7K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
96.8KNew |
$2.59M - $2.86M
|
96.8K
$2.8M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
67.8K+ 238.28% |
$1.81M - $2.01M
|
96.2K
$2.78M
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
40.5K+ 254.93% |
$1.08M - $1.2M
|
56.3K
$1.63M
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
28.6KNew |
$765K - $846K
|
28.6K
$826K
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
27.8KNew |
$744K - $823K
|
27.8K
$803K
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
24.9KNew |
$667K - $738K
|
24.9K
$721K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24.1KNew |
$646K - $714K
|
24.1K
$697K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.5KNew |
$494K - $546K
|
18.5K
$533K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.8K+ 58.35% |
$369K - $408K
|
37.4K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.9K+ 748.97% |
$293K - $324K
|
12.4K
$358K
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
10.9K+ 40.27% |
$291K - $322K
|
37.9K
$1.09M
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.2KNew |
$272K - $301K
|
10.2K
$294K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
9.98KNew |
$267K - $295K
|
9.98K
$289K
|
|
Feb 09, 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
$446K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.98K+ 18.16% |
$187K - $207K
|
45.4K
$1.31M
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
6.89KNew |
$184K - $204K
|
6.89K
$199K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.32KNew |
$116K - $128K
|
4.32K
$125K
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.91K+ 19.56% |
$77.9K - $86.1K
|
17.8K
$514K
|