Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
10.2MNew |
$280M - $295M
|
10.2M
$295M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.72M+ 2377.08% |
$102M - $108M
|
3.87M
$112M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
813K+ 9480.65% |
$22.4M - $23.5M
|
822K
$23.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
537K+ 1355.33% |
$14.8M - $15.5M
|
576K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
510K+ 226.05% |
$14.1M - $14.8M
|
736K
$21.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
473KNew |
$13M - $13.7M
|
473K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
188KNew |
$5.17M - $5.43M
|
188K
$5.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
171KNew |
$4.7M - $4.94M
|
171K
$4.94M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
139K+ 14.71% |
$3.84M - $4.04M
|
1.09M
$31.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
125K+ 177.06% |
$3.45M - $3.63M
|
196K
$5.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
117K+ 5.25% |
$3.21M - $3.37M
|
2.33M
$67.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
89.3K+ 15.04% |
$2.46M - $2.59M
|
683K
$19.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
77.4KNew |
$2.13M - $2.24M
|
77.4K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
75.9K+ 735.02% |
$2.09M - $2.2M
|
86.2K
$2.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
68.7KNew |
$1.89M - $1.99M
|
68.7K
$1.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
65.3KNew |
$1.8M - $1.89M
|
65.3K
$1.89M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
58.9K+ 115.75% |
$1.62M - $1.7M
|
110K
$3.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
55.8K+ 32.32% |
$1.54M - $1.62M
|
229K
$6.62M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
52.3K+ 58.89% |
$1.44M - $1.52M
|
141K
$4.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
46.4KNew |
$1.28M - $1.34M
|
46.4K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.5K+ 92.14% |
$1.23M - $1.29M
|
92.9K
$2.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.6K+ 24.0% |
$927K - $974K
|
174K
$5.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.6KNew |
$815K - $857K
|
29.6K
$857K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
28.1K+ 4.22% |
$775K - $814K
|
694K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.9K+ 5.79% |
$658K - $691K
|
436K
$12.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.4KNew |
$617K - $648K
|
22.4K
$648K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.2KNew |
$611K - $642K
|
22.2K
$642K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.9KNew |
$437K - $460K
|
15.9K
$460K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
15.3K+ 7.41% |
$421K - $442K
|
221K
$6.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
14.9K+ 9.76% |
$411K - $432K
|
168K
$4.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
14.9KNew |
$410K - $431K
|
14.9K
$431K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
14.5KNew |
$400K - $421K
|
14.5K
$421K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.9KNew |
$327K - $343K
|
11.9K
$343K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
11.3KNew |
$311K - $327K
|
11.3K
$327K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.8KNew |
$270K - $284K
|
9.8K
$284K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.54K+ 23.73% |
$263K - $276K
|
49.8K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
9.23K+ 5.39% |
$254K - $267K
|
180K
$5.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
8.99K+ 3.31% |
$248K - $260K
|
281K
$8.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.67K+ 43.82% |
$239K - $251K
|
28.4K
$824K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.45KNew |
$233K - $245K
|
8.45K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
8.27KNew |
$228K - $239K
|
8.27K
$240K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.04KNew |
$222K - $233K
|
8.04K
$233K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.04K+ 13.25% |
$194K - $204K
|
60.1K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.35K+ 54.83% |
$175K - $184K
|
17.9K
$519K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.34K+ 4.99% |
$175K - $184K
|
133K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.27K+ 24.23% |
$173K - $182K
|
32.1K
$931K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.91K+ 28.62% |
$163K - $171K
|
26.5K
$769K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.7KNew |
$157K - $165K
|
5.7K
$165K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.1K+ 2999.41% |
$141K - $148K
|
5.27K
$153K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.82K+ 1.62% |
$133K - $140K
|
303K
$8.77M
|