Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.95KNew |
$240K - $265K
|
8.95K
$262K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
8.69KNew |
$233K - $257K
|
8.69K
$254K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
7.29KNew |
$195K - $216K
|
7.29K
$214K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
7.16K+ 86.65% |
$192K - $212K
|
15.4K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.98K+ 18.16% |
$187K - $207K
|
45.4K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
6.89KNew |
$184K - $204K
|
6.89K
$202K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.49KNew |
$174K - $192K
|
6.49K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.82K+ 18.12% |
$156K - $172K
|
38K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.78K+ 1.33% |
$155K - $171K
|
439K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.43K+ 12.23% |
$119K - $131K
|
40.6K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.42K+ 3.32% |
$118K - $131K
|
138K
$4.03M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.32KNew |
$116K - $128K
|
4.32K
$126K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.29K+ 30.27% |
$88.2K - $97.5K
|
14.2K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.91K+ 19.56% |
$77.9K - $86.1K
|
17.8K
$521K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.86K+ 25.31% |
$76.6K - $84.7K
|
14.2K
$415K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.35K+ 13.13% |
$63K - $69.6K
|
20.3K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.22KNew |
$59.4K - $65.7K
|
2.22K
$64.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.92KNew |
$51.3K - $56.7K
|
1.92K
$56.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.9K+ 243.46% |
$50.8K - $56.2K
|
2.68K
$78.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.62K+ 16.06% |
$43.3K - $47.9K
|
11.7K
$343K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.56K+ 7.02% |
$41.7K - $46.1K
|
23.7K
$695K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.42K+ 2.07% |
$38.1K - $42.2K
|
70.2K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.18KNew |
$31.5K - $34.9K
|
1.18K
$34.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.15K+ 3.46% |
$30.9K - $34.2K
|
34.5K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
824New |
$22.1K - $24.4K
|
824
$24.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
741+ 9.21% |
$19.8K - $21.9K
|
8.78K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
627+ 0.36% |
$16.8K - $18.6K
|
174K
$5.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
477+ 3.28% |
$12.8K - $14.1K
|
15K
$439K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
391+ 1.9% |
$10.5K - $11.6K
|
21K
$614K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
194New |
$5.19K - $5.74K
|
194
$5.68K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
177+ 0.08% |
$4.74K - $5.24K
|
221K
$6.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
157+ 4.26% |
$4.2K - $4.65K
|
3.85K
$113K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
23New |
$616 - $681
|
23
$673
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 1.77% |
$107 - $118
|
230
$6.73K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 3.39% |
$402 - $444
|
428
$12.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-61- 0.82% |
$1.63K - $1.81K
|
7.42K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-76- 11.24% |
$2.03K - $2.25K
|
600
$17.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-118- 0.25% |
$3.16K - $3.49K
|
46.3K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-134- 1.59% |
$3.59K - $3.97K
|
8.32K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-176- 4.06% |
$4.71K - $5.21K
|
4.16K
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-178- 3.38% |
$4.77K - $5.27K
|
5.09K
$149K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-193- 0.99% |
$5.17K - $5.71K
|
19.3K
$566K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-431- 4.45% |
$11.5K - $12.8K
|
9.25K
$271K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.54K- 12.43% |
$41.2K - $45.5K
|
10.8K
$317K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.61K- 60.91% |
$43.1K - $47.7K
|
1.03K
$30.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.67K- 3.0% |
$44.6K - $49.3K
|
53.8K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.8K- 18.41% |
$48.3K - $53.4K
|
8K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.99K- 8.99% |
$53.4K - $59K
|
20.2K
$591K
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-2.68K- 3.89% |
$71.7K - $79.3K
|
66.2K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.85K- 9.36% |
$103K - $114K
|
37.2K
$1.09M
|