Purchases and Sales Made in Q4 2021 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.72K+ 14.13% |
$53.1K - $55.7K
|
13.9K
$312K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.64K+ 161.88% |
$50.5K - $53K
|
2.65K
$59.4K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.43K+ 19.22% |
$44.2K - $46.4K
|
8.88K
$200K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.1KNew |
$33.9K - $35.6K
|
1.1K
$24.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.07K+ 7.02% |
$33.2K - $34.8K
|
16.4K
$368K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.06K+ 8.18% |
$32.6K - $34.2K
|
14K
$314K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$31K - $32.5K
|
1K
$22.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
926+ 7.78% |
$28.6K - $30K
|
12.8K
$288K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
869+ 9.81% |
$26.8K - $28.1K
|
9.72K
$218K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
810+ 5.5% |
$25K - $26.2K
|
15.5K
$349K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
649New |
$20K - $21K
|
649
$14.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
591+ 1.66% |
$18.3K - $19.1K
|
36.3K
$815K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
378New |
$11.7K - $12.2K
|
378
$8.49K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
327+ 393.98% |
$10.1K - $10.6K
|
410
$9.21K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
285+ 40.43% |
$8.8K - $9.23K
|
990
$22.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
285New |
$8.8K - $9.23K
|
285
$6.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
259New |
$8K - $8.39K
|
259
$5.82K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
259New |
$8K - $8.39K
|
259
$5.82K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
254+ 12.4% |
$7.85K - $8.23K
|
2.3K
$51.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
217New |
$6.7K - $7.03K
|
217
$4.88K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100+ 84.03% |
$3.09K - $3.24K
|
219
$4.92K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
81+ 0.85% |
$2.5K - $2.62K
|
9.65K
$217K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
30New |
$927 - $972
|
30
$674
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5+ 0.87% |
$154 - $162
|
580
$13K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6- 30.0% |
$185 - $194
|
14
$315
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-36- 0.37% |
$1.11K - $1.17K
|
9.6K
$216K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-66- 4.8% |
$2.04K - $2.14K
|
1.31K
$29.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-87- 10.88% |
$2.69K - $2.82K
|
713
$16K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-230Closed |
$7.1K - $7.45K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-275- 32.74% |
$8.49K - $8.91K
|
565
$12.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-307- 37.85% |
$9.48K - $9.94K
|
504
$11.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-411- 4.03% |
$12.7K - $13.3K
|
9.78K
$220K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-411- 2.17% |
$12.7K - $13.3K
|
18.6K
$417K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-569- 9.54% |
$17.6K - $18.4K
|
5.4K
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-579- 8.3% |
$17.9K - $18.8K
|
6.39K
$144K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-780Closed |
$24.1K - $25.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-829- 10.35% |
$25.6K - $26.9K
|
7.18K
$161K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-916- 51.06% |
$28.3K - $29.7K
|
878
$19.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.12K- 35.72% |
$34.7K - $36.4K
|
2.02K
$45.5K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-1.2K- 10.2% |
$37.2K - $39K
|
10.6K
$238K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.37K- 6.78% |
$42.4K - $44.5K
|
18.9K
$424K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.42K- 40.61% |
$44K - $46.1K
|
2.08K
$46.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.45K- 9.24% |
$44.7K - $46.9K
|
14.2K
$320K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.54K- 6.58% |
$47.5K - $49.8K
|
21.8K
$491K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.62K- 14.68% |
$50K - $52.4K
|
9.4K
$211K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.63K- 12.53% |
$50.3K - $52.7K
|
11.4K
$255K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.72K- 6.45% |
$53K - $55.6K
|
24.9K
$559K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.8K- 6.5% |
$55.6K - $58.3K
|
25.9K
$581K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.81K- 15.41% |
$55.8K - $58.6K
|
9.92K
$223K
|