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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
20.2KNew |
$438K - $464K
|
20.2K
$450K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.52K- 11.76% |
$98.2K - $104K
|
33.9K
$757K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
565+ 4.69% |
$12.3K - $13K
|
12.6K
$282K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
41KNew |
$892K - $945K
|
41K
$916K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.69K+ 1.19% |
$81.9K - $89.3K
|
313K
$6.99M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
33.6K+ 29.17% |
$746K - $813K
|
149K
$3.32M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
954New |
$21.2K - $23.1K
|
954
$21.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.3K- 55.17% |
$28.9K - $31.6K
|
1.06K
$23.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
9.09KNew |
$202K - $220K
|
9.09K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
9.25KNew |
$206K - $224K
|
9.25K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
496+ 435.09% |
$11K - $12K
|
610
$13.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1New |
$22.2 - $24.2
|
1
$22.3
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.36K+ 258.28% |
$186K - $202K
|
11.6K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
53New |
$1.18K - $1.28K
|
53
$1.18K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
56.5K+ 7.09% |
$1.25M - $1.37M
|
853K
$19M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
50New |
$1.11K - $1.21K
|
50
$1.12K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
9.25KNew |
$205K - $224K
|
9.25K
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.31K- 56.72% |
$51.3K - $55.9K
|
1.76K
$39.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
660New |
$14.7K - $16K
|
660
$14.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.19K+ 0.33% |
$26.5K - $28.8K
|
360K
$8.03M
|
|
|
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
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.64K+ 4.68% |
$58.6K - $63.9K
|
59K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
78.2K+ 270.33% |
$1.74M - $1.9M
|
107K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.58K- 99.06% |
$35.2K - $38.3K
|
15
$335
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
318KNew |
$7.07M - $7.71M
|
318K
$7.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
11.2K+ 12.93% |
$248K - $270K
|
97.4K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-258K- 95.26% |
$5.72M - $6.24M
|
12.8K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$36.2K - $39.5K
|
1.63K
$36.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
45.7K+ 636.9% |
$1.02M - $1.11M
|
52.9K
$1.18M
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
10.7KNew |
$239K - $262K
|
10.7K
$239K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-495- 56.57% |
$11K - $12.1K
|
380
$8.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-329K- 79.26% |
$7.33M - $8.05M
|
86.1K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
182K+ 716.98% |
$4.06M - $4.46M
|
208K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
23.1K+ 238.14% |
$514K - $565K
|
32.8K
$732K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-132K- 90.0% |
$2.95M - $3.24M
|
14.7K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
69.7KNew |
$1.55M - $1.7M
|
69.7K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15KNew |
$333K - $366K
|
15K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
70New |
$1.56K - $1.71K
|
70
$1.56K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-613- 3.33% |
$13.6K - $15K
|
17.8K
$398K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
18New |
$401 - $440
|
18
$402
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
8.35KNew |
$186K - $204K
|
8.35K
$186K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 12.5% |
$22.3 - $24.4
|
7
$156
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
64KNew |
$1.42M - $1.56M
|
64K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-40K- 92.78% |
$891K - $979K
|
3.12K
$69.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
9.19KNew |
$204K - $225K
|
9.19K
$205K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.1KNew |
$381K - $418K
|
17.1K
$382K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.28M+ 521939.88% |
$206M - $227M
|
9.28M
$207M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.2K- 4.99% |
$93.5K - $103K
|
80.1K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
57.6KNew |
$1.28M - $1.41M
|
57.6K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
95.8K+ 81.0% |
$2.13M - $2.34M
|
214K
$4.78M
|
|