Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-26.1K- 1.9% |
$736K - $763K
|
1.35M
$39.2M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-21.2K- 0.91% |
$597K - $619K
|
2.3M
$66.8M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-17.9K- 12.51% |
$505K - $524K
|
125K
$3.64M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.1K- 68.38% |
$340K - $353K
|
5.58K
$162K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.95K- 28.84% |
$140K - $145K
|
12.2K
$355K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.54K- 11.74% |
$128K - $133K
|
34.1K
$990K
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.52K- 17.36% |
$127K - $132K
|
21.5K
$625K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-955- 86.27% |
$26.9K - $27.9K
|
152
$4.42K
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-927- 1.56% |
$26.1K - $27.1K
|
58.5K
$1.7M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-893- 6.85% |
$25.2K - $26.1K
|
12.2K
$353K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-380- 3.84% |
$10.7K - $11.1K
|
9.51K
$276K
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-352- 0.42% |
$9.92K - $10.3K
|
82.7K
$2.4M
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.18M- 44.83% |
$175M - $181M
|
7.6M
$221M
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
SELL
|
- |
-3.32M- 51.32% |
$93.7M - $97.1M
|
3.14M
$91.3M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-595K- 16.45% |
$16.8M - $17.4M
|
3.02M
$87.7M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-583K- 74.73% |
$16.5M - $17.1M
|
197K
$5.72M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-406K- 49.51% |
$11.5M - $11.9M
|
414K
$12M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-173K- 83.41% |
$4.88M - $5.06M
|
34.4K
$998K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-68.3K- 77.68% |
$1.93M - $2M
|
19.6K
$570K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-44.9K- 8.6% |
$1.27M - $1.31M
|
477K
$13.9M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-38.9K- 82.18% |
$1.1M - $1.14M
|
8.43K
$245K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-36.8K- 5.82% |
$1.04M - $1.08M
|
595K
$17.3M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.2K- 63.92% |
$712K - $738K
|
14.2K
$413K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.5K- 55.49% |
$523K - $542K
|
14.9K
$432K
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18.5K- 31.73% |
$523K - $541K
|
39.8K
$1.16M
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-17.3K- 20.76% |
$489K - $506K
|
66K
$1.92M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-14.4K- 36.79% |
$407K - $422K
|
24.7K
$718K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-12.2K- 19.19% |
$344K - $357K
|
51.3K
$1.49M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-9.19K- 3.28% |
$260K - $269K
|
271K
$7.87M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.78K- 11.49% |
$220K - $228K
|
60K
$1.74M
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-7.68K- 6.83% |
$217K - $225K
|
105K
$3.04M
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.43K- 12.04% |
$210K - $218K
|
54.3K
$1.58M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.81K- 5.28% |
$192K - $199K
|
122K
$3.55M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.95K- 64.51% |
$168K - $174K
|
3.27K
$95.1K
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-4.71K- 7.25% |
$133K - $138K
|
60.2K
$1.75M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.34K- 0.38% |
$123K - $127K
|
1.14M
$33.1M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.28K- 10.92% |
$121K - $125K
|
34.9K
$1.01M
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4.25K- 8.4% |
$120K - $124K
|
46.3K
$1.34M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.69K- 19.77% |
$104K - $108K
|
15K
$435K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.31K- 48.71% |
$93.6K - $96.9K
|
3.49K
$101K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-2.7K- 26.84% |
$76.3K - $79K
|
7.36K
$214K
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.54K- 4.31% |
$71.9K - $74.5K
|
56.5K
$1.64M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.4K- 5.15% |
$67.9K - $70.3K
|
44.3K
$1.29M
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.22K- 3.81% |
$62.6K - $64.9K
|
55.9K
$1.62M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.34K- 9.81% |
$37.9K - $39.3K
|
12.3K
$358K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.23K- 1.72% |
$34.7K - $36K
|
70.1K
$2.04M
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.21K- 10.98% |
$34.2K - $35.4K
|
9.81K
$285K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.09K- 11.57% |
$30.9K - $32K
|
8.36K
$243K
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-680- 1.92% |
$19.2K - $19.9K
|
34.7K
$1.01M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-422- 11.81% |
$11.9K - $12.4K
|
3.15K
$91.5K
|