Purchases and Sales Made in Q1 2024 in Spdr Ser Tr Spdr Portfolio Cor (SPBO)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Cor (SPBO) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO COR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7.26KNew |
$208K - $214K
|
7.26K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.08KNew |
$203K - $209K
|
7.08K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
6.03K+ 51.57% |
$173K - $178K
|
17.7K
$519K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
5.25K+ 2.28% |
$151K - $155K
|
235K
$6.89M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.95KNew |
$142K - $146K
|
4.95K
$145K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.5K+ 5.68% |
$129K - $133K
|
83.8K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.46K+ 53.65% |
$128K - $132K
|
12.8K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.51K+ 158.16% |
$101K - $103K
|
5.73K
$168K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.28KNew |
$94.1K - $96.7K
|
3.28K
$96.1K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.12K+ 75.01% |
$89.5K - $92K
|
7.28K
$213K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.56K+ 2.03% |
$73.4K - $75.4K
|
129K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.39K+ 5.88% |
$68.5K - $70.4K
|
43K
$1.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.87K+ 2.66% |
$53.5K - $55K
|
72K
$2.11M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.25K+ 3.63% |
$36K - $37K
|
35.8K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.2KNew |
$34.3K - $35.2K
|
1.2K
$35K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.14K+ 7.6% |
$32.7K - $33.6K
|
16.1K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.07K+ 55.76% |
$30.7K - $31.5K
|
2.99K
$87.4K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.04K+ 9.12% |
$29.8K - $30.6K
|
12.4K
$364K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
998+ 49900.0% |
$28.6K - $29.4K
|
1K
$29.3K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
962+ 7.53% |
$27.6K - $28.4K
|
13.7K
$402K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
860+ 231.18% |
$24.7K - $25.3K
|
1.23K
$36.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
762+ 2.06% |
$21.9K - $22.5K
|
37.7K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
718+ 5.09% |
$20.6K - $21.2K
|
14.8K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
698+ 13.71% |
$20K - $20.6K
|
5.79K
$170K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
283+ 3.82% |
$8.12K - $8.34K
|
7.7K
$225K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
248New |
$7.11K - $7.31K
|
248
$7.26K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
172+ 14.6% |
$4.93K - $5.07K
|
1.35K
$39.5K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
151+ 25.17% |
$4.33K - $4.45K
|
751
$22K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
142New |
$4.07K - $4.18K
|
142
$4.16K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
137New |
$3.93K - $4.04K
|
137
$4.01K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
95+ 1.3% |
$2.72K - $2.8K
|
7.39K
$216K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
75+ 1.08% |
$2.15K - $2.21K
|
7.04K
$206K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
47New |
$1.35K - $1.39K
|
47
$1.38K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 4.49% |
$918 - $943
|
744
$21.8K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24New |
$688 - $707
|
24
$703
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
19+ 0.15% |
$545 - $560
|
12.5K
$367K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.87% |
$57.4 - $58.9
|
232
$6.79K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2+ 0.01% |
$57.4 - $58.9
|
29.6K
$866K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-27- 0.27% |
$774 - $796
|
9.92K
$290K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-89- 1.01% |
$2.55K - $2.62K
|
8.69K
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-428Closed |
$12.3K - $12.6K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-478- 12.43% |
$13.7K - $14.1K
|
3.37K
$98.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-573- 0.84% |
$16.4K - $16.9K
|
67.4K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-576- 0.3% |
$16.5K - $17K
|
192K
$5.63M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-982- 0.47% |
$28.2K - $28.9K
|
207K
$6.07M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.26K- 8.87% |
$36.1K - $37.1K
|
12.9K
$378K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.26K- 6.54% |
$36.3K - $37.3K
|
18.1K
$529K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.32K- 1.28% |
$37.8K - $38.8K
|
102K
$2.98M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.33K- 15.33% |
$38.2K - $39.3K
|
7.36K
$215K
|