Purchases and Sales Made in Q2 2023 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
159+ 5.14% |
$3.57K - $3.79K
|
3.25K
$72.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
157+ 66.53% |
$3.53K - $3.75K
|
393
$8.79K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
148+ 1.05% |
$3.33K - $3.53K
|
14.2K
$318K
|
|
|
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
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
19+ 0.06% |
$427 - $453
|
31.4K
$702K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.93% |
$45 - $47.7
|
217
$4.85K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2+ 0.49% |
$45 - $47.7
|
411
$9.19K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.05% |
$22.5 - $23.9
|
2.04K
$45.5K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2- 2.63% |
$45 - $47.7
|
74
$1.66K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.02% |
$89.9 - $95.4
|
24.3K
$543K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-17- 21.52% |
$382 - $406
|
62
$1.39K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 0.69% |
$427 - $453
|
2.73K
$61.1K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-35- 3.47% |
$787 - $835
|
975
$21.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-68- 0.41% |
$1.53K - $1.62K
|
16.5K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-97- 28.28% |
$2.18K - $2.31K
|
246
$5.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-102- 1.05% |
$2.29K - $2.43K
|
9.65K
$216K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-345- 5.0% |
$7.76K - $8.23K
|
6.55K
$147K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-661- 7.01% |
$14.9K - $15.8K
|
8.77K
$196K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.56K- 7.67% |
$35.1K - $37.2K
|
18.8K
$420K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.69K- 77.06% |
$38K - $40.3K
|
503
$11.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2K- 1.46% |
$45K - $47.7K
|
135K
$3.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.04K- 4.83% |
$45.9K - $48.7K
|
40.3K
$901K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.08K- 7.98% |
$46.8K - $49.7K
|
24K
$537K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.57K- 6.91% |
$80.3K - $85.2K
|
48.1K
$1.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.84K- 17.35% |
$86.4K - $91.7K
|
18.3K
$409K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.07K- 20.63% |
$91.6K - $97.2K
|
15.7K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.02K- 7.68% |
$113K - $120K
|
60.4K
$1.35M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.18K- 5.05% |
$116K - $124K
|
97.4K
$2.18M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-14.9KClosed |
$336K - $356K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.6K- 65.64% |
$1M - $1.06M
|
23.4K
$523K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-164K- 41.28% |
$3.68M - $3.91M
|
233K
$5.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-181K- 24.14% |
$4.08M - $4.33M
|
570K
$12.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.85M- 99.44% |
$41.5M - $44.1M
|
10.4K
$233K
|