Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
912+ 2.04% |
$25.7K - $26.6K
|
45.7K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
530New |
$14.9K - $15.5K
|
530
$15.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
432+ 17.27% |
$12.2K - $12.6K
|
2.93K
$85.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
297+ 0.3% |
$8.37K - $8.68K
|
98.9K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
212New |
$5.97K - $6.19K
|
212
$6.18K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
200+ 2.86% |
$5.64K - $5.84K
|
7.2K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
128+ 7.48% |
$3.61K - $3.74K
|
1.84K
$53.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
108+ 28.8% |
$3.04K - $3.16K
|
483
$14.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
102+ 1.31% |
$2.87K - $2.98K
|
7.88K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
90+ 1.0% |
$2.54K - $2.63K
|
9.12K
$266K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
34+ 0.35% |
$958 - $993
|
9.84K
$287K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 2.51% |
$225 - $234
|
327
$9.54K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4+ 1.14% |
$113 - $117
|
356
$10.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 1.23% |
$84.5 - $87.7
|
247
$7.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-91- 35.27% |
$2.56K - $2.66K
|
167
$4.87K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-160- 4.89% |
$4.51K - $4.68K
|
3.11K
$90.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-186- 16.03% |
$5.24K - $5.43K
|
974
$28.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-186- 1.25% |
$5.24K - $5.43K
|
14.7K
$428K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-189- 0.94% |
$5.33K - $5.52K
|
19.9K
$579K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-313- 11.9% |
$8.82K - $9.15K
|
2.32K
$67.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-352- 0.42% |
$9.92K - $10.3K
|
82.7K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-360- 6.74% |
$10.1K - $10.5K
|
4.99K
$145K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-380- 3.84% |
$10.7K - $11.1K
|
9.51K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-442- 5.29% |
$12.5K - $12.9K
|
7.92K
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-507- 37.58% |
$14.3K - $14.8K
|
842
$24.6K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-726- 3.33% |
$20.5K - $21.2K
|
21.1K
$615K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-893- 6.85% |
$25.2K - $26.1K
|
12.2K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-927- 1.56% |
$26.1K - $27.1K
|
58.5K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-955- 86.27% |
$26.9K - $27.9K
|
152
$4.43K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-975- 11.05% |
$27.5K - $28.5K
|
7.85K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-994- 1.76% |
$28K - $29K
|
55.5K
$1.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.12K- 7.86% |
$31.6K - $32.8K
|
13.2K
$384K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.27K- 15.07% |
$35.8K - $37.1K
|
7.16K
$209K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.35K- 38.28% |
$38K - $39.4K
|
2.17K
$63.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.46K- 2.09% |
$41.3K - $42.8K
|
68.6K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.48K- 3.2% |
$41.7K - $43.3K
|
44.8K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.57K- 6.34% |
$44.2K - $45.8K
|
23.2K
$676K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.7K- 16.25% |
$47.8K - $49.6K
|
8.74K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.7K- 4.89% |
$47.8K - $49.6K
|
33K
$962K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.9K- 86.36% |
$53.5K - $55.5K
|
300
$8.75K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.53K- 0.67% |
$71.4K - $74K
|
373K
$10.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-3.18K- 5.29% |
$89.6K - $92.9K
|
57K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.39K- 27.45% |
$95.4K - $98.9K
|
8.95K
$261K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.25K- 9.6% |
$120K - $124K
|
40K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.52K- 17.36% |
$127K - $132K
|
21.5K
$627K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.54K- 11.74% |
$128K - $133K
|
34.1K
$994K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.95K- 28.84% |
$140K - $145K
|
12.2K
$356K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-6.11K- 14.28% |
$172K - $178K
|
36.7K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.12K- 43.04% |
$173K - $179K
|
8.1K
$236K
|