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 |
|---|---|---|---|---|---|---|---|
|
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
$516K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.86K+ 25.31% |
$76.6K - $84.7K
|
14.2K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
824New |
$22.1K - $24.4K
|
824
$23.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
23New |
$616 - $681
|
23
$668
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
473KNew |
$13M - $13.7M
|
473K
$13.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.43KNew |
$66.9K - $70.3K
|
2.43K
$70.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
149New |
$4.11K - $4.32K
|
149
$4.33K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.73K+ 2.18% |
$135K - $139K
|
222K
$6.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.67K+ 38.02% |
$104K - $108K
|
13.3K
$386K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
336New |
$9.56K - $9.9K
|
336
$9.75K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
230New |
$6.54K - $6.78K
|
230
$6.68K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
30+ 0.3% |
$853 - $884
|
10.1K
$294K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 3.03% |
$28.4 - $29.5
|
34
$987
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
29.6KNew |
$835K - $882K
|
29.6K
$859K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
27.3KNew |
$771K - $814K
|
27.3K
$793K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.27K+ 3333.82% |
$64K - $67.6K
|
2.34K
$67.8K
|
|
|
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 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
210+ 2.82% |
$5.93K - $6.26K
|
7.66K
$222K
|
|
|
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 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5.11K+ 4.51% |
$138K - $150K
|
118K
$3.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.99K+ 83.55% |
$80.7K - $87.8K
|
6.57K
$191K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.02KNew |
$27.5K - $30K
|
1.02K
$29.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
890New |
$24K - $26.1K
|
890
$25.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
508+ 4.29% |
$13.7K - $14.9K
|
12.3K
$358K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
148New |
$3.99K - $4.35K
|
148
$4.3K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$81 - $88.1
|
3
$87.1
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$8.27K - $9.17K
|
300
$8.71K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
603New |
$17.4K - $19.4K
|
603
$17.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5New |
$145 - $161
|
5
$145
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2+ 0.52% |
$57.9 - $64.2
|
388
$11.3K
|
|
| Q4 2020 | |||||||
|
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$3.52K - $3.63K
|
100
$2.9K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
6.41KNew |
$226K - $233K
|
6.41K
$186K
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1New |
N/A
|
1
$29
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$29
|
|