Latest Institutional Purchases of Spdr Portfolio Long Term Corpo (SPLB)
This list provides information on the latest institutional transactions involving Spdr Portfolio Long Term Corpo (SPLB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
8.35KNew |
$186K - $204K
|
8.35K
$189K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
888New |
$19.8K - $21.7K
|
888
$20.1K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
174New |
$3.87K - $4.25K
|
174
$3.94K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
70New |
$1.56K - $1.71K
|
70
$1.59K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
18New |
$401 - $440
|
18
$408
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
74.6K+ 183.67% |
$1.64M - $1.72M
|
115K
$2.61M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
37.6K+ 87.7% |
$825K - $868K
|
80.5K
$1.82M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.7KNew |
$652K - $687K
|
29.7K
$674K
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
27KNew |
$592K - $623K
|
27K
$612K
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
24KNew |
$526K - $553K
|
24K
$543K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.7KNew |
$454K - $478K
|
20.7K
$469K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.4K+ 45.94% |
$294K - $309K
|
42.6K
$964K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13KNew |
$284K - $299K
|
13K
$294K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.9KNew |
$283K - $298K
|
12.9K
$292K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.1KNew |
$222K - $233K
|
10.1K
$229K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.1K+ 62.89% |
$112K - $118K
|
13.2K
$299K
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
3KNew |
$65.8K - $69.2K
|
3K
$68K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.18K+ 1.14% |
$25.8K - $27.2K
|
104K
$2.36M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
540+ 69.32% |
$11.8K - $12.5K
|
1.32K
$29.9K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
260+ 2.21% |
$5.7K - $6K
|
12K
$272K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
222+ 23.34% |
$4.87K - $5.12K
|
1.17K
$26.6K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
36New |
$789 - $831
|
36
$815
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32+ 6.19% |
$702 - $739
|
549
$12.4K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 1.15% |
$87.7 - $92.3
|
351
$7.95K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$21.9 - $23.1
|
1
$22.7
|
|
Q1 2024 | |||||||
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
110KNew |
$2.48M - $2.61M
|
110K
$2.48M
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
23.1K+ 18.28% |
$523K - $550K
|
149K
$3.39M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.1K+ 45.32% |
$364K - $383K
|
51.5K
$1.17M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.32K+ 16.22% |
$52.5K - $55.2K
|
16.6K
$376K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
267New |
$6.05K - $6.35K
|
267
$6.05K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
118New |
$2.67K - $2.81K
|
118
$2.67K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
64New |
$1.45K - $1.52K
|
64
$1.45K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4+ 0.83% |
$90.6 - $95.2
|
485
$11K
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
64.4K+ 398.21% |
$1.29M - $1.55M
|
80.6K
$1.83M
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
64.1K+ 106.8% |
$1.29M - $1.54M
|
124K
$2.81M
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
46.3KNew |
$928K - $1.11M
|
46.3K
$1.05M
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
16.8KNew |
$338K - $405K
|
16.8K
$381K
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.4KNew |
$208K - $249K
|
10.4K
$235K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.8KNew |
$96.3K - $115K
|
4.8K
$109K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
2.3KNew |
$46.2K - $55.3K
|
2.3K
$52.1K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.8KNew |
$36.1K - $43.3K
|
1.8K
$40.8K
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.36K+ 1.01% |
$27.3K - $32.7K
|
136K
$3.08M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.27KNew |
$25.4K - $30.4K
|
1.27K
$28.7K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
722New |
$14.5K - $17.4K
|
722
$16.4K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
649New |
$13K - $15.6K
|
649
$14.7K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
336New |
$6.74K - $8.08K
|
336
$7.61K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
197New |
$3.95K - $4.74K
|
197
$4.46K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.3KNew |
$219K - $240K
|
10.3K
$233K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
493New |
$10.5K - $11.5K
|
493
$11.2K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
208New |
$4.42K - $4.85K
|
208
$4.71K
|