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 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.72K- 41.36% |
$37.7K - $39.6K
|
2.43K
$54.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9.8KNew |
$222K - $233K
|
9.8K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
64New |
$1.45K - $1.52K
|
64
$1.43K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.8KNew |
$334K - $351K
|
14.8K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.1K+ 45.32% |
$364K - $383K
|
51.5K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.32K+ 16.22% |
$52.5K - $55.2K
|
16.6K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
267New |
$6.05K - $6.35K
|
267
$5.97K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-512- 12.23% |
$11.6K - $12.2K
|
3.67K
$82.2K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
111KNew |
$2.51M - $2.64M
|
111K
$2.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4+ 0.83% |
$90.6 - $95.2
|
485
$10.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
118New |
$2.67K - $2.81K
|
118
$2.64K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
270KNew |
$6.12M - $6.43M
|
270K
$6.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
110KNew |
$2.48M - $2.61M
|
110K
$2.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-614- 20.63% |
$13.9K - $14.6K
|
2.36K
$52.8K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
649New |
$13K - $15.6K
|
649
$14.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.2K- 19.3% |
$244K - $293K
|
50.9K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-118- 50.86% |
$2.37K - $2.84K
|
114
$2.55K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.8KNew |
$36.1K - $43.3K
|
1.8K
$40.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.4KNew |
$208K - $249K
|
10.4K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.8KNew |
$96.3K - $115K
|
4.8K
$107K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.27KNew |
$25.4K - $30.4K
|
1.27K
$28.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-22.4K- 15.39% |
$450K - $539K
|
123K
$2.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.36K+ 1.01% |
$27.3K - $32.7K
|
136K
$3.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
46.3KNew |
$928K - $1.11M
|
46.3K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
722New |
$14.5K - $17.4K
|
722
$16.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
16.8KNew |
$338K - $405K
|
16.8K
$377K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
197New |
$3.95K - $4.74K
|
197
$4.41K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
64.1K+ 106.8% |
$1.29M - $1.54M
|
124K
$2.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
2.3KNew |
$46.2K - $55.3K
|
2.3K
$51.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
64.4K+ 398.21% |
$1.29M - $1.55M
|
80.6K
$1.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
336New |
$6.74K - $8.08K
|
336
$7.52K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
493New |
$10.5K - $11.5K
|
493
$11K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-100- 10.26% |
$2.12K - $2.33K
|
875
$19.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.3KNew |
$219K - $240K
|
10.3K
$230K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-367- 97.61% |
$7.8K - $8.57K
|
9
$201
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
208New |
$4.42K - $4.85K
|
208
$4.65K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
109New |
$2.32K - $2.54K
|
109
$2.44K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-14.9KClosed |
$336K - $356K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15KNew |
$337K - $358K
|
15K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-661- 7.01% |
$14.9K - $15.8K
|
8.77K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.1KNew |
$789K - $837K
|
35.1K
$785K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
608New |
$13.7K - $14.5K
|
608
$13.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-17- 21.52% |
$382 - $406
|
62
$1.39K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
2.35K+ 3.75% |
$52.9K - $56.1K
|
65.1K
$1.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-345- 5.0% |
$7.76K - $8.23K
|
6.55K
$147K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.04K+ 12.94% |
$45.9K - $48.7K
|
17.8K
$398K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
116New |
$2.61K - $2.77K
|
116
$2.59K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
84New |
$1.89K - $2K
|
84
$1.88K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.56K- 7.67% |
$35.1K - $37.2K
|
18.8K
$420K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
360New |
$8.05K - $8.78K
|
360
$8.05K
|
|