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
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
890New |
$24K - $26.1K
|
890
$25.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
860+ 2.21% |
$23.2K - $25.3K
|
39.7K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
720New |
$19.4K - $21.1K
|
720
$20.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
672+ 19.38% |
$18.1K - $19.7K
|
4.14K
$120K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
672+ 19.38% |
$18.1K - $19.7K
|
4.14K
$120K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
645New |
$17.4K - $18.9K
|
645
$18.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
622+ 21.03% |
$16.8K - $18.3K
|
3.58K
$104K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
508+ 4.29% |
$13.7K - $14.9K
|
12.3K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
313New |
$8.45K - $9.19K
|
313
$9.07K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
187+ 0.75% |
$5.05K - $5.49K
|
25.2K
$730K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
148New |
$3.99K - $4.35K
|
148
$4.29K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33New |
$891 - $969
|
33
$956
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 1.39% |
$81 - $88.1
|
219
$6.34K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$81 - $88.1
|
3
$86.9
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-40- 1.36% |
$1.08K - $1.17K
|
2.89K
$83.8K
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-95- 0.46% |
$2.56K - $2.79K
|
20.5K
$593K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-199- 0.21% |
$5.37K - $5.84K
|
95.4K
$2.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-359- 2.44% |
$9.69K - $10.5K
|
14.4K
$416K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-520- 4.33% |
$14K - $15.3K
|
11.5K
$333K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.11K- 42.83% |
$30K - $32.6K
|
1.48K
$43K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.44K- 25.81% |
$92.9K - $101K
|
9.9K
$287K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.4K- 2.53% |
$146K - $158K
|
208K
$6.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-10.2K- 18.74% |
$277K - $301K
|
44.4K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.9K- 30.31% |
$320K - $348K
|
27.2K
$789K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.2K- 3.27% |
$572K - $623K
|
628K
$18.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-90.6K- 74.47% |
$2.44M - $2.66M
|
31K
$899K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-163K- 69.21% |
$4.39M - $4.78M
|
72.4K
$2.1M
|