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 |
---|---|---|---|---|---|---|---|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.4KNew |
$719K - $784K
|
32.4K
$737K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.3K- 55.17% |
$28.9K - $31.6K
|
1.06K
$24.1K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
35KNew |
$776K - $847K
|
35K
$796K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-319- 2.59% |
$7.08K - $7.73K
|
12K
$273K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.54K- 1.29% |
$34.2K - $37.3K
|
118K
$2.68M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.76K- 8.69% |
$83.6K - $91.2K
|
39.5K
$901K
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
9.25KNew |
$206K - $224K
|
9.25K
$211K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.7K+ 4.9% |
$570K - $622K
|
549K
$12.5M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
496+ 435.09% |
$11K - $12K
|
610
$13.9K
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-70.3K- 9.84% |
$1.56M - $1.7M
|
644K
$14.7M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.3KNew |
$1.25M - $1.36M
|
56.3K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
119K+ 326.59% |
$2.64M - $2.88M
|
155K
$3.54M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-121K- 72.78% |
$2.68M - $2.92M
|
45.2K
$1.03M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.7KNew |
$394K - $430K
|
17.7K
$404K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79.5K+ 31.42% |
$1.77M - $1.93M
|
332K
$7.57M
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
40KNew |
$888K - $969K
|
40K
$911K
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
9.09KNew |
$202K - $220K
|
9.09K
$207K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
113K+ 114.82% |
$2.51M - $2.74M
|
212K
$4.82M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.9K- 39.73% |
$64.4K - $70.2K
|
4.4K
$100K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-74.1K- 44.02% |
$1.65M - $1.79M
|
94.2K
$2.15M
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
23.3K+ 7.39% |
$517K - $564K
|
338K
$7.71M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
533+ 2.54% |
$11.8K - $12.9K
|
21.5K
$490K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-58.1K- 17.51% |
$1.29M - $1.41M
|
274K
$6.24M
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 2.38% |
$22.2 - $24.2
|
43
$980
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
83.5KNew |
$1.85M - $2.02M
|
83.5K
$1.9M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.6K+ 7.1% |
$1.46M - $1.59M
|
990K
$22.5M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
32KNew |
$711K - $775K
|
32K
$729K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.45K+ 19.75% |
$165K - $180K
|
45.1K
$1.03M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
34.2KNew |
$760K - $829K
|
34.2K
$779K
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-89.6K- 47.67% |
$1.99M - $2.17M
|
98.4K
$2.24M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.88K+ 177.81% |
$175K - $191K
|
12.3K
$280K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-52.4K- 42.73% |
$1.16M - $1.27M
|
70.3K
$1.6M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.36K+ 258.28% |
$186K - $202K
|
11.6K
$264K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1New |
$22.2 - $24.2
|
1
$22.8
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
93+ 0.6% |
$2.07K - $2.25K
|
15.6K
$354K
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
36.3KNew |
$807K - $880K
|
36.3K
$827K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.34K+ 21.3% |
$163K - $178K
|
41.8K
$952K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
82+ 1.71% |
$1.82K - $1.99K
|
4.89K
$111K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.1KNew |
$1.36M - $1.48M
|
61.1K
$1.39M
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
12.7KNew |
$282K - $307K
|
12.7K
$289K
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.52K+ 13.7% |
$78.2K - $85.2K
|
29.2K
$665K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.8K+ 11.51% |
$329K - $359K
|
144K
$3.27M
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
53New |
$1.18K - $1.28K
|
53
$1.21K
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-37.1K- 99.77% |
$825K - $900K
|
84
$1.91K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.96K+ 21.54% |
$155K - $169K
|
39.3K
$895K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2- 2.3% |
$44.4 - $48.4
|
85
$1.94K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
129+ 3.51% |
$2.87K - $3.12K
|
3.8K
$86.6K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
91.6K+ 12.85% |
$2.03M - $2.22M
|
804K
$18.3M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.2K- 2.4% |
$359K - $392K
|
656K
$14.9M
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|