Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.14MNew |
$57.7M - $62.8M
|
2.14M
$61.9M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.68M+ 168.94% |
$45.4M - $49.4M
|
2.68M
$77.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.11M+ 98.25% |
$30.1M - $32.7M
|
2.25M
$65.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
603K+ 79.19% |
$16.3M - $17.7M
|
1.37M
$39.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
539K+ 7452.09% |
$14.5M - $15.8M
|
546K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
325KNew |
$8.77M - $9.54M
|
325K
$9.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
286KNew |
$7.71M - $8.39M
|
286K
$8.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
266KNew |
$7.18M - $7.81M
|
266K
$7.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
170K+ 15.85% |
$4.58M - $4.98M
|
1.24M
$35.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
133KNew |
$3.58M - $3.9M
|
133K
$3.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
126K+ 26.84% |
$3.4M - $3.7M
|
595K
$17.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
115K+ 50.75% |
$3.11M - $3.38M
|
342K
$9.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
88.3K+ 882.58% |
$2.38M - $2.59M
|
98.3K
$2.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
81.1KNew |
$2.19M - $2.38M
|
81.1K
$2.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
75.8KNew |
$2.05M - $2.23M
|
75.8K
$2.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
59.9KNew |
$1.62M - $1.76M
|
59.9K
$1.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
54.1K+ 36.92% |
$1.46M - $1.59M
|
201K
$5.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
35.4KNew |
$955K - $1.04M
|
35.4K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.7K+ 12.61% |
$909K - $990K
|
301K
$8.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
33.2K+ 9.14% |
$897K - $976K
|
397K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
31.9K+ 5.38% |
$861K - $937K
|
625K
$18.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30KNew |
$809K - $880K
|
30K
$868K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25.7KNew |
$694K - $756K
|
25.7K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
22.2K+ 4916.59% |
$600K - $653K
|
22.7K
$657K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20KNew |
$539K - $586K
|
20K
$578K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
18.1KNew |
$488K - $531K
|
18.1K
$524K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
16.7K+ 10.2% |
$452K - $492K
|
181K
$5.24M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
13.3KNew |
$360K - $392K
|
13.3K
$386K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.1K+ 33.92% |
$355K - $386K
|
51.9K
$1.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.5KNew |
$336K - $366K
|
12.5K
$361K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10.6KNew |
$287K - $313K
|
10.6K
$308K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5K+ 33.15% |
$285K - $310K
|
42.3K
$1.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
10.4KNew |
$280K - $305K
|
10.4K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.74KNew |
$236K - $257K
|
8.74K
$253K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.33KNew |
$198K - $215K
|
7.33K
$212K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.29K+ 30.71% |
$197K - $214K
|
31K
$899K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
7.2K+ 3.88% |
$194K - $211K
|
193K
$5.59M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
6.95KNew |
$187K - $204K
|
6.95K
$201K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
6.8K+ 66.17% |
$183K - $200K
|
17.1K
$494K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5.11K+ 4.51% |
$138K - $150K
|
118K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
3.98K+ 1.43% |
$107K - $117K
|
281K
$8.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.3K+ 31.14% |
$89.1K - $96.9K
|
13.9K
$403K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.99K+ 83.55% |
$80.7K - $87.8K
|
6.57K
$190K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.16K+ 13.71% |
$58.3K - $63.4K
|
17.9K
$519K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.74K+ 8.07% |
$46.9K - $51K
|
23.3K
$674K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.46KNew |
$39.4K - $42.9K
|
1.46K
$42.3K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.46KNew |
$39.4K - $42.9K
|
1.46K
$42.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.21K+ 1.96% |
$32.6K - $35.4K
|
62.8K
$1.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.14KNew |
$30.8K - $33.5K
|
1.14K
$33.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.02KNew |
$27.5K - $30K
|
1.02K
$29.5K
|