Latest Institutional Transactions on Spdr Portfolio Long Term Corpo (SPLB)
This table provides information on the latest institutional transactions involving Spdr Portfolio Long Term Corpo (SPLB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-453- 3.77% |
$9.68K - $10.3K
|
11.6K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-225K- 80.87% |
$4.81M - $5.1M
|
53.3K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.1MNew |
$44.8M - $47.5M
|
2.1M
$46.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
27.4KNew |
$585K - $621K
|
27.4K
$611K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6+ 1.07% |
$128 - $136
|
565
$12.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
11.4K+ 6.84% |
$244K - $259K
|
178K
$3.97M
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
3.71K+ 1.17% |
$79.3K - $84.1K
|
321K
$7.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
41K+ 15.53% |
$876K - $929K
|
305K
$6.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.25K+ 16.66% |
$69.3K - $73.6K
|
22.7K
$507K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1New |
$21.4 - $22.7
|
1
$22.3
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-107K- 80.64% |
$2.28M - $2.42M
|
25.6K
$571K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-2.92K- 20.01% |
$62.4K - $66.2K
|
11.7K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-36- 2.07% |
$769 - $816
|
1.71K
$38.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.88K+ 8.22% |
$168K - $179K
|
104K
$2.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10.2K+ 12.03% |
$218K - $231K
|
95K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.88K+ 14.14% |
$61.6K - $65.3K
|
23.3K
$519K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
4.27K+ 9.22% |
$91.1K - $96.7K
|
50.5K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.38K- 12.0% |
$50.8K - $53.9K
|
17.4K
$389K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-127K- 62.68% |
$2.72M - $2.88M
|
75.7K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.93K+ 27.9% |
$84K - $89.1K
|
18K
$402K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.14K+ 0.77% |
$24.4K - $25.9K
|
149K
$3.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
729+ 10.58% |
$15.6K - $16.5K
|
7.62K
$170K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.03K+ 26.36% |
$107K - $114K
|
24.1K
$538K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.46K- 5.01% |
$31.1K - $33K
|
27.6K
$617K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
135KNew |
$2.89M - $3.06M
|
135K
$3.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
56.3K+ 3.46% |
$1.2M - $1.28M
|
1.68M
$37.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.1K+ 20.67% |
$109K - $116K
|
29.8K
$665K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
12K+ 1.46% |
$257K - $273K
|
837K
$18.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
264+ 2.57% |
$5.64K - $5.98K
|
10.5K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
95.2KNew |
$2.03M - $2.16M
|
95.2K
$2.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17.6KNew |
$377K - $400K
|
17.6K
$394K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-3.15K- 6.44% |
$67.3K - $71.4K
|
45.8K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-24.3K- 4.56% |
$519K - $550K
|
508K
$11.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
16.3K+ 1.97% |
$349K - $370K
|
846K
$18.9M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.49K+ 10.62% |
$31.9K - $33.8K
|
15.5K
$347K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.8K+ 2134.18% |
$473K - $502K
|
22.8K
$509K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.97K- 11.91% |
$86.2K - $91.3K
|
29.3K
$654K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
12.5KNew |
$272K - $288K
|
12.5K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-12.2K- 26.97% |
$265K - $280K
|
33K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
108K+ 606.77% |
$2.34M - $2.48M
|
125K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 10.49% |
$2.26M - $2.39M
|
1.09M
$24.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-93.1K- 16.94% |
$2.02M - $2.14M
|
456K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
117K+ 755.16% |
$2.55M - $2.7M
|
133K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.15K- 10.17% |
$155K - $165K
|
63.1K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.6K- 77.48% |
$666K - $705K
|
8.9K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
27+ 0.87% |
$587 - $622
|
3.13K
$69.8K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
6.24M+ 969.88% |
$136M - $144M
|
6.89M
$154M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-119- 0.55% |
$2.59K - $2.74K
|
21.4K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$223K - $236K
|
10.2K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.1KNew |
$306K - $324K
|
14.1K
$314K
|
|