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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2- 2.3% |
$44.4 - $48.4
|
85
$1.9K
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.96K+ 21.54% |
$155K - $169K
|
39.3K
$879K
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-37.1K- 99.77% |
$825K - $900K
|
84
$1.88K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
53New |
$1.18K - $1.28K
|
53
$1.19K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.8K+ 11.51% |
$329K - $359K
|
144K
$3.21M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
129+ 3.51% |
$2.87K - $3.12K
|
3.8K
$85.1K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-61K- 2.43% |
$1.35M - $1.48M
|
2.45M
$54.8M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
61.5K+ 7.77% |
$1.37M - $1.49M
|
854K
$19.1M
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
136KNew |
$3.02M - $3.29M
|
136K
$3.04M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
105K+ 478.41% |
$2.33M - $2.54M
|
127K
$2.83M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
56.5K+ 7.09% |
$1.25M - $1.37M
|
853K
$19.1M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
50New |
$1.11K - $1.21K
|
50
$1.12K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 25.64% |
$2.22K - $2.42K
|
490
$11K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-214- 1.35% |
$4.75K - $5.18K
|
15.6K
$349K
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.62K+ 4.21% |
$192K - $209K
|
213K
$4.77M
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-9.83K- 4.88% |
$218K - $238K
|
192K
$4.29M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.35% |
$577 - $630
|
7.55K
$169K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.87K- 2.17% |
$175K - $191K
|
355K
$7.93M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
7.78K+ 2.56% |
$173K - $188K
|
312K
$6.97M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
462KNew |
$10.3M - $11.2M
|
462K
$10.3M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-526- 4.84% |
$11.7K - $12.7K
|
10.3K
$231K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.29K+ 2.96% |
$28.6K - $31.2K
|
44.7K
$1M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-330K- 99.68% |
$7.34M - $8M
|
1.05K
$23.4K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-10K- 30.56% |
$222K - $242K
|
22.7K
$508K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
9.25KNew |
$205K - $224K
|
9.25K
$207K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.7K+ 507.73% |
$416K - $454K
|
22.4K
$502K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.05KNew |
$134K - $147K
|
6.05K
$135K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.31K- 56.72% |
$51.3K - $55.9K
|
1.76K
$39.4K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-697- 28.64% |
$15.5K - $16.9K
|
1.74K
$38.9K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
640+ 6.28% |
$14.2K - $15.5K
|
10.8K
$242K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
160+ 1.61% |
$3.55K - $3.88K
|
10.1K
$226K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.3K+ 5.7% |
$294K - $321K
|
246K
$5.5M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
54.7KNew |
$1.22M - $1.33M
|
54.7K
$1.22M
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.19K+ 0.33% |
$26.5K - $28.8K
|
360K
$8.05M
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
660New |
$14.7K - $16K
|
660
$14.8K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.64K+ 4.68% |
$58.6K - $63.9K
|
59K
$1.32M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
29K+ 22.27% |
$644K - $702K
|
159K
$3.56M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
114KNew |
$2.52M - $2.75M
|
114K
$2.54M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-47- 3.03% |
$1.04K - $1.14K
|
1.5K
$33.6K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
34.4K+ 10.92% |
$765K - $834K
|
350K
$7.83M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
78.2K+ 270.33% |
$1.74M - $1.9M
|
107K
$2.4M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.8K+ 28.2% |
$395K - $430K
|
80.8K
$1.81M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-248K- 95.12% |
$5.5M - $6M
|
12.7K
$284K
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.6K+ 0.18% |
$57.7K - $63K
|
1.44M
$32.3M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.58K- 99.06% |
$35.2K - $38.3K
|
15
$336
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
52+ 1.7% |
$1.15K - $1.26K
|
3.1K
$69.4K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-650- 9.92% |
$14.4K - $15.7K
|
5.9K
$132K
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-22.2K- 5.47% |
$493K - $537K
|
383K
$8.57M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
238+ 0.62% |
$5.29K - $5.76K
|
38.4K
$860K
|