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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
130+ 1.26% |
$2.86K - $3.04K
|
10.5K
$245K
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
70.7K+ 41.73% |
$1.55M - $1.65M
|
240K
$5.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
131K+ 6.25% |
$2.88M - $3.07M
|
2.23M
$52.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
12.3KNew |
$270K - $288K
|
12.3K
$288K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
200New |
$4.4K - $4.68K
|
200
$4.68K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.16K+ 22.31% |
$136K - $144K
|
33.8K
$790K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
26.3KNew |
$577K - $614K
|
26.3K
$614K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-21.3K- 97.98% |
$467K - $497K
|
439
$10.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
220New |
$4.84K - $5.14K
|
220
$5.14K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-27.1K- 45.36% |
$597K - $635K
|
32.7K
$765K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
508+ 5.64% |
$11.2K - $11.9K
|
9.52K
$223K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 1.15% |
$22 - $23.4
|
88
$2.06K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
577+ 2.61% |
$12.7K - $13.5K
|
22.7K
$530K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.33K+ 17.67% |
$117K - $124K
|
35.5K
$829K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.44K- 8.25% |
$31.6K - $33.6K
|
16K
$374K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-266- 2.92% |
$5.85K - $6.22K
|
8.85K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
72+ 3.72% |
$1.58K - $1.68K
|
2.01K
$46.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-23.8K- 8.04% |
$524K - $557K
|
272K
$6.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-19.2K- 64.51% |
$423K - $449K
|
10.6K
$247K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.3K+ 4.75% |
$28.6K - $30.4K
|
28.7K
$670K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-11Closed |
$242 - $257
|
0
$0
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
13.9K+ 4.31% |
$305K - $324K
|
335K
$7.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
81K+ 15.94% |
$1.78M - $1.89M
|
589K
$13.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2- 20.0% |
$44 - $46.8
|
8
$187
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-434- 5.36% |
$9.54K - $10.1K
|
7.66K
$179K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
523+ 5.04% |
$11.5K - $12.2K
|
10.9K
$255K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-666- 8.74% |
$14.6K - $15.6K
|
6.96K
$163K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
68.2K+ 65.77% |
$1.5M - $1.59M
|
172K
$4.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
101+ 5.92% |
$2.22K - $2.36K
|
1.81K
$42.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-8.09K- 5.99% |
$178K - $189K
|
127K
$2.97M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1KNew |
$22K - $23.4K
|
1K
$23.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.11% |
$1.1K - $1.17K
|
45.8K
$1.07M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.79K+ 35.96% |
$83.3K - $88.6K
|
14.3K
$335K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.85K+ 37.67% |
$129K - $137K
|
21.4K
$500K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.92K- 0.71% |
$62.3K - $66.1K
|
409K
$9.57M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
42+ 1.34% |
$898 - $952
|
3.17K
$74.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.7K- 3.45% |
$806K - $855K
|
1.06M
$24.7M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
427K+ 6.2% |
$9.13M - $9.68M
|
7.32M
$171M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-99.8K- 85.67% |
$2.13M - $2.26M
|
16.7K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.27K- 15.29% |
$69.9K - $74.1K
|
18.1K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.3K+ 119.48% |
$520K - $552K
|
44.7K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.6K+ 6.29% |
$141K - $150K
|
112K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
831+ 8.98% |
$17.8K - $18.8K
|
10.1K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-140K- 27.34% |
$3M - $3.18M
|
373K
$8.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.91KNew |
$40.8K - $43.3K
|
1.91K
$44.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.1K- 22.25% |
$344K - $365K
|
56.2K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.68K+ 3.52% |
$100K - $106K
|
138K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-275K- 77.93% |
$5.88M - $6.24M
|
77.9K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.32K- 10.08% |
$71K - $75.3K
|
29.7K
$693K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.13K+ 91.6% |
$24.2K - $25.7K
|
2.37K
$55.5K
|
|