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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.56K- 86.48% |
$122K - $135K
|
712
$20.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-6.52K- 8.76% |
$175K - $193K
|
67.9K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.03K- 45.27% |
$188K - $208K
|
8.5K
$249K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-7.52K- 9.19% |
$201K - $223K
|
74.3K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.23K- 1.89% |
$220K - $244K
|
428K
$12.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-8.33K- 41.72% |
$223K - $246K
|
11.6K
$340K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-9.25KClosed |
$248K - $274K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19.2K- 73.05% |
$515K - $569K
|
7.09K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-24.5K- 2.13% |
$655K - $724K
|
1.12M
$32.9M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-24.7K- 7.73% |
$660K - $730K
|
294K
$8.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-38.9K- 3.58% |
$1.04M - $1.15M
|
1.05M
$30.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42.1K- 84.59% |
$1.13M - $1.25M
|
7.67K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-42.2K- 6.08% |
$1.13M - $1.25M
|
652K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48.4K- 6.57% |
$1.3M - $1.43M
|
688K
$20.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.8K- 12.81% |
$1.41M - $1.56M
|
359K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-71.2K- 36.36% |
$1.91M - $2.11M
|
125K
$3.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-79.2K- 91.92% |
$2.12M - $2.35M
|
6.96K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-91.5K- 14.94% |
$2.45M - $2.71M
|
521K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-102K- 88.89% |
$2.74M - $3.03M
|
12.8K
$374K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-188K- 67.01% |
$5.04M - $5.57M
|
92.7K
$2.71M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-426K- 12.39% |
$11.4M - $12.6M
|
3.01M
$88.2M
|