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 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.29K+ 13.89% |
$90.8K - $95.4K
|
27K
$782K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
2.72K+ 36.98% |
$75K - $78.8K
|
10.1K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.67K+ 7.46% |
$73.6K - $77.3K
|
38.5K
$1.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.5K+ 8.09% |
$68.8K - $72.3K
|
33.4K
$967K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.43KNew |
$66.9K - $70.3K
|
2.43K
$70.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.66K+ 9.09% |
$45.8K - $48.1K
|
20K
$578K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.24KNew |
$34.3K - $36K
|
1.24K
$36K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
900+ 6.15% |
$24.8K - $26.1K
|
15.5K
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
894+ 157.95% |
$24.6K - $25.9K
|
1.46K
$42.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
779+ 77900.0% |
$21.5K - $22.6K
|
780
$22.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
577+ 18.54% |
$15.9K - $16.7K
|
3.69K
$107K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
443New |
$12.2K - $12.8K
|
443
$12.8K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
253+ 2.38% |
$6.97K - $7.33K
|
10.9K
$315K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
163+ 0.97% |
$4.49K - $4.72K
|
16.9K
$490K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
159+ 0.78% |
$4.38K - $4.6K
|
20.6K
$596K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
149New |
$4.11K - $4.32K
|
149
$4.32K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
98New |
$2.7K - $2.84K
|
98
$2.84K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 1.35% |
$82.7 - $86.9
|
226
$6.55K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100Closed |
$2.76K - $2.9K
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-165- 1.68% |
$4.55K - $4.78K
|
9.68K
$281K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-214- 2.78% |
$5.9K - $6.2K
|
7.48K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-468- 1.75% |
$12.9K - $13.6K
|
26.3K
$762K
|
|
|
Nov 06, 2023
Q3 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-499- 0.72% |
$13.8K - $14.5K
|
68.9K
$2M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.39K- 3.27% |
$38.3K - $40.2K
|
41.1K
$1.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.36K- 4.28% |
$64.9K - $68.2K
|
52.7K
$1.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-2.55K- 3.02% |
$70.2K - $73.7K
|
81.8K
$2.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-2.8K- 3.63% |
$77.2K - $81.1K
|
74.4K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.01K- 2.55% |
$82.9K - $87.1K
|
115K
$3.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-3.51K- 29.66% |
$96.7K - $102K
|
8.32K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.34K- 14.01% |
$120K - $126K
|
26.6K
$771K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-9.57K- 30.14% |
$264K - $277K
|
22.2K
$642K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.4K- 47.9% |
$314K - $329K
|
12.4K
$359K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.2K- 42.15% |
$474K - $498K
|
23.6K
$684K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.9K- 57.59% |
$492K - $517K
|
13.2K
$381K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-46.1K- 89.74% |
$1.27M - $1.33M
|
5.27K
$153K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-51.5K- 44.29% |
$1.42M - $1.49M
|
64.8K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66.6K- 7.93% |
$1.83M - $1.93M
|
773K
$22.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-77.9K- 68.26% |
$2.15M - $2.26M
|
36.2K
$1.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-84K- 16.23% |
$2.32M - $2.43M
|
434K
$12.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-460K- 28.63% |
$12.7M - $13.3M
|
1.15M
$33.2M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-668K- 16.26% |
$18.4M - $19.3M
|
3.44M
$99.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-736K- 54.58% |
$20.3M - $21.3M
|
613K
$17.7M
|