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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19.2K- 73.05% |
$515K - $569K
|
7.09K
$206K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.8K- 18.41% |
$48.3K - $53.4K
|
8K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.67K- 3.0% |
$44.6K - $49.3K
|
53.8K
$1.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.61K- 60.91% |
$43.1K - $47.7K
|
1.03K
$30K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66.6K- 7.93% |
$1.83M - $1.93M
|
773K
$22.4M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-217K- 56.85% |
$6.18M - $6.4M
|
165K
$4.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.68K- 18.05% |
$47.8K - $49.5K
|
7.63K
$221K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-466K- 48.81% |
$13.2M - $13.9M
|
489K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.72K- 18.96% |
$76.9K - $81.2K
|
11.6K
$337K
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-28.2K- 75.22% |
$778K - $862K
|
9.3K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-14KClosed |
$386K - $428K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.5K- 4.22% |
$41.3K - $45.8K
|
34K
$987K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-136- 1.82% |
$3.75K - $4.16K
|
7.32K
$212K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-10.2K- 0.94% |
$295K - $328K
|
1.08M
$31.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-8.88KClosed |
$257K - $285K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.26KClosed |
$181K - $201K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500Closed |
$14.5K - $16.1K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-101KClosed |
$3.18M - $3.49M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16.4KClosed |
$516K - $565K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-12.5KClosed |
$396K - $433K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-12.1KClosed |
$381K - $417K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-8.45KClosed |
$267K - $292K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-7.37KClosed |
$233K - $255K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.29KClosed |
$198K - $217K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-925Closed |
$29.2K - $31.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-95Closed |
$3K - $3.28K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-40KClosed |
$1.38M - $1.42M
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-8.57KClosed |
$297K - $304K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-724Closed |
$25.1K - $25.7K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-52Closed |
$1.8K - $1.84K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-18Closed |
$623 - $639
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.72KClosed |
$271K - $277K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.93KClosed |
$243K - $248K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Smart Money Group LLC
|
SELL
|
- |
-49.4KClosed |
$1.7M - $1.75M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-37.6KClosed |
$1.28M - $1.36M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.87KClosed |
$336K - $356K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 23, 2021
Q4 2020
|
Systelligence, LLC
|
SELL
|
- |
-75KClosed |
$2.64M - $2.72M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-4.3KClosed |
$151K - $156K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-71.6KClosed |
$2.52M - $2.6M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-85Closed |
$3K - $3.09K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-13KClosed |
$417K - $458K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-12KClosed |
$386K - $424K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-255Closed |
$8.18K - $8.98K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
CALL |
-222KClosed |
$6.27M - $7.84M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-13.6KClosed |
$383K - $479K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-9.2KClosed |
$260K - $324K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-35.9KClosed |
$1.06M - $1.22M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-22.4KClosed |
$604K - $636K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-28Closed |
$739 - $755
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-27Closed |
$721 - $731
|
0
$0
|
|