Purchases and Sales Made in Q3 2023 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
435+ 110.69% |
$9.24K - $10.2K
|
828
$18.5K
|
|
|
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
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
93+ 37.8% |
$1.98K - $2.17K
|
339
$7.58K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
68+ 41.46% |
$1.44K - $1.59K
|
232
$5.19K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
45New |
$956 - $1.05K
|
45
$1.01K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6+ 1.19% |
$127 - $140
|
509
$11.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 1.35% |
$21.2 - $23.3
|
75
$1.68K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-8- 0.03% |
$170 - $187
|
24.3K
$542K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-50- 0.16% |
$1.06K - $1.17K
|
31.3K
$701K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-100- 10.26% |
$2.12K - $2.33K
|
875
$19.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-164- 75.58% |
$3.48K - $3.83K
|
53
$1.19K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-250- 9.15% |
$5.31K - $5.84K
|
2.48K
$55.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-318- 77.37% |
$6.75K - $7.42K
|
93
$2.08K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-367- 97.61% |
$7.8K - $8.57K
|
9
$201
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-566- 3.43% |
$12K - $13.2K
|
15.9K
$356K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-629Closed |
$13.4K - $14.7K
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-775- 1.61% |
$16.5K - $18.1K
|
47.3K
$1.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-779- 38.28% |
$16.5K - $18.2K
|
1.26K
$28.1K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-934- 5.96% |
$19.8K - $21.8K
|
14.7K
$330K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.23K- 15.71% |
$26.2K - $28.8K
|
6.61K
$148K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.23K- 15.93% |
$26.2K - $28.8K
|
6.51K
$146K
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-1.88K- 4.92% |
$40K - $43.9K
|
36.4K
$814K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.19K- 15.41% |
$46.6K - $51.2K
|
12K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.5K- 4.61% |
$53.1K - $58.4K
|
51.7K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.5K- 4.61% |
$53.1K - $58.4K
|
51.7K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-3.7K- 4.4% |
$78.5K - $86.2K
|
80.3K
$1.8M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.75K- 19.31% |
$79.5K - $87.4K
|
15.6K
$350K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.71K- 38.6% |
$121K - $133K
|
9.09K
$203K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6K- 6.16% |
$127K - $140K
|
91.4K
$2.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-6.67K- 64.06% |
$142K - $156K
|
3.74K
$83.7K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.11K- 50.79% |
$172K - $189K
|
7.86K
$176K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.8K- 18.05% |
$251K - $276K
|
53.6K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.7K- 45.66% |
$271K - $297K
|
15.2K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.2K- 35.13% |
$451K - $495K
|
39.2K
$877K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-25.3K- 7.6% |
$538K - $591K
|
308K
$6.89M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-36.5K- 27.91% |
$776K - $853K
|
94.3K
$2.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-40.4K- 69.51% |
$859K - $944K
|
17.7K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-63.8K- 38.64% |
$1.36M - $1.49M
|
101K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-78.9K- 70.74% |
$1.68M - $1.84M
|
32.6K
$730K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-80.8K- 4.18% |
$1.72M - $1.89M
|
1.85M
$41.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-94.3K- 40.48% |
$2M - $2.2M
|
139K
$3.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-109K- 81.06% |
$2.32M - $2.55M
|
25.5K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-304K- 95.69% |
$6.46M - $7.09M
|
13.7K
$306K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-943K- 93.73% |
$20M - $22M
|
63.1K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.35M- 89.25% |
$28.8M - $31.6M
|
163K
$3.65M
|