Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.34KNew |
$209K - $221K
|
7.34K
$215K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
7.14K+ 7.51% |
$203K - $215K
|
102K
$2.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.8KNew |
$193K - $205K
|
6.8K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.5K+ 0.53% |
$185K - $196K
|
1.24M
$36.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.32K+ 5.95% |
$151K - $160K
|
94.7K
$2.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.17K+ 27.99% |
$147K - $156K
|
23.6K
$692K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.01K+ 52.67% |
$142K - $151K
|
14.5K
$425K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3.59K+ 22.24% |
$102K - $108K
|
19.7K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.54K+ 6.08% |
$101K - $107K
|
61.6K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.43K+ 2.85% |
$97.6K - $103K
|
124K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.82K+ 18.24% |
$80.1K - $85K
|
18.3K
$535K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.56K+ 14.22% |
$72.9K - $77.3K
|
20.6K
$602K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.87KNew |
$53.1K - $56.3K
|
1.87K
$54.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.84K+ 5.14% |
$52.3K - $55.5K
|
37.7K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.79K+ 3.24% |
$50.8K - $53.9K
|
56.9K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.7K+ 170.0% |
$48.4K - $51.3K
|
2.7K
$79.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.4K+ 1.24% |
$39.8K - $42.2K
|
114K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.33K+ 164.98% |
$37.9K - $40.2K
|
2.14K
$62.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
875+ 638.69% |
$24.9K - $26.4K
|
1.01K
$29.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
832+ 8.08% |
$23.7K - $25.1K
|
11.1K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
788New |
$22.4K - $23.8K
|
788
$23.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
543+ 2.15% |
$15.4K - $16.4K
|
25.8K
$754K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
543+ 2.89% |
$15.4K - $16.4K
|
19.4K
$567K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
494+ 5.95% |
$14.1K - $14.9K
|
8.8K
$258K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
473New |
$13.5K - $14.3K
|
473
$13.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
366+ 0.54% |
$10.4K - $11K
|
67.8K
$1.99M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
337New |
$9.59K - $10.2K
|
337
$9.87K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
158+ 11.75% |
$4.5K - $4.77K
|
1.5K
$44K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
136+ 0.98% |
$3.87K - $4.1K
|
14.1K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
112+ 0.58% |
$3.19K - $3.38K
|
19.4K
$567K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
103New |
$2.93K - $3.11K
|
103
$3.02K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
96+ 1.28% |
$2.73K - $2.9K
|
7.58K
$222K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
45New |
$1.28K - $1.36K
|
45
$1.32K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
33+ 0.95% |
$939 - $996
|
3.52K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
32+ 0.26% |
$910 - $966
|
12.6K
$368K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
29+ 0.23% |
$825 - $875
|
12.8K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
20New |
$569 - $604
|
20
$586
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20New |
$569 - $604
|
20
$586
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
18+ 0.23% |
$512 - $543
|
7.97K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17+ 0.25% |
$484 - $513
|
6.93K
$203K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10+ 0.22% |
$285 - $302
|
4.48K
$131K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 1.19% |
$256 - $272
|
763
$22.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 1.28% |
$85.4 - $90.5
|
238
$6.97K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-41- 0.36% |
$1.17K - $1.24K
|
11.5K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-81- 0.99% |
$2.3K - $2.44K
|
8.09K
$237K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-166- 0.16% |
$4.72K - $5.01K
|
105K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-368- 3.76% |
$10.5K - $11.1K
|
9.41K
$275K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-674- 2.17% |
$19.2K - $20.3K
|
30.4K
$890K
|
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-732- 1.2% |
$20.8K - $22.1K
|
60.5K
$1.77M
|