Purchases and Sales Made in Q1 2023 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO LONG TERM CORPO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-28- 1.26% |
$626 - $683
|
2.19K
$49.1K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-47- 2.26% |
$1.05K - $1.15K
|
2.03K
$45.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-69- 2.45% |
$1.54K - $1.68K
|
2.75K
$61.6K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-120- 35.82% |
$2.68K - $2.93K
|
215
$4.81K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-120- 35.82% |
$2.68K - $2.93K
|
215
$4.81K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-144- 33.96% |
$3.22K - $3.51K
|
280
$6.26K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-155- 8.82% |
$3.47K - $3.78K
|
1.6K
$35.8K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-179- 70.2% |
$4K - $4.37K
|
76
$1.7K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-232Closed |
$5.19K - $5.66K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-336- 1.99% |
$7.52K - $8.2K
|
16.6K
$371K
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-393- 1.13% |
$8.79K - $9.59K
|
34.3K
$767K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-760- 81.46% |
$17K - $18.5K
|
173
$3.87K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-924- 8.66% |
$20.7K - $22.5K
|
9.75K
$218K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 6.59% |
$22.4K - $24.5K
|
14.2K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.24K- 11.6% |
$27.7K - $30.2K
|
9.43K
$211K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.31K- 2.47% |
$29.3K - $32K
|
51.7K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.47K- 7.06% |
$32.8K - $35.8K
|
19.3K
$432K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.62K- 6.8% |
$36.2K - $39.5K
|
22.1K
$495K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.75K- 8.16% |
$39.2K - $42.8K
|
19.7K
$442K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.2K- 11.7% |
$49.1K - $53.6K
|
16.6K
$371K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.21K- 19.1% |
$49.4K - $53.9K
|
9.35K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.76K- 43.05% |
$61.7K - $67.3K
|
3.65K
$81.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.96K- 3.72% |
$88.6K - $96.6K
|
103K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.61K- 11.61% |
$103K - $113K
|
35.1K
$786K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.95K- 7.46% |
$178K - $194K
|
98.6K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.5K- 49.2% |
$637K - $695K
|
29.4K
$658K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-238K- 14.09% |
$5.32M - $5.8M
|
1.45M
$32.4M
|