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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.89K- 19.22% |
$54.3K - $55.8K
|
7.95K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.6K- 0.09% |
$74.5K - $76.6K
|
2.87M
$84.1M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.68KClosed |
$76.8K - $79K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-3.07K- 14.62% |
$87.9K - $90.4K
|
17.9K
$524K
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-3.18K- 4.81% |
$91.3K - $93.8K
|
63K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.92K- 2.71% |
$199K - $204K
|
249K
$7.29M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.39K- 8.76% |
$212K - $218K
|
77K
$2.25M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13K- 43.47% |
$373K - $383K
|
16.9K
$495K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20K- 99.24% |
$574K - $590K
|
154
$4.51K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-23.5K- 3.61% |
$675K - $693K
|
628K
$18.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-25K- 5.68% |
$716K - $736K
|
415K
$12.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-30.9K- 41.6% |
$886K - $911K
|
43.4K
$1.27M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.3K- 8.09% |
$956K - $983K
|
379K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33.7K- 7.88% |
$967K - $993K
|
394K
$11.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-37.1K- 80.21% |
$1.06M - $1.09M
|
9.16K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.1K- 30.57% |
$1.09M - $1.12M
|
86.6K
$2.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-42.7K- 23.23% |
$1.22M - $1.26M
|
141K
$4.13M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-46.2K- 30.04% |
$1.33M - $1.36M
|
108K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-54.1K- 31.0% |
$1.55M - $1.59M
|
120K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.1K- 21.3% |
$1.61M - $1.65M
|
207K
$6.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-96.9K- 75.0% |
$2.78M - $2.86M
|
32.3K
$946K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-129K- 60.89% |
$3.71M - $3.81M
|
83K
$2.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-189K- 86.87% |
$5.41M - $5.56M
|
28.5K
$834K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-297K- 9.86% |
$8.52M - $8.76M
|
2.72M
$79.5M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-350K- 42.3% |
$10M - $10.3M
|
478K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-483K- 70.2% |
$13.8M - $14.2M
|
205K
$6M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.55M- 91.77% |
$102M - $105M
|
319K
$9.33M
|