Purchases and Sales Made in Q4 2023 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-62.5K- 48.56% |
$1.25M - $1.5M
|
66.2K
$1.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-101K- 48.69% |
$2.03M - $2.43M
|
106K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-103K- 5.55% |
$2.07M - $2.48M
|
1.75M
$39.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-126K- 65.59% |
$2.53M - $3.04M
|
66.2K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-131K- 31.92% |
$2.62M - $3.14M
|
278K
$6.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-140K- 45.21% |
$2.8M - $3.36M
|
169K
$3.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-158K- 31.55% |
$3.17M - $3.79M
|
342K
$7.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-239K- 20.57% |
$4.81M - $5.76M
|
924K
$20.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-250K- 92.78% |
$5.01M - $6.01M
|
19.4K
$435K
|
|
|
Feb 12, 2024
Q4 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-439K- 23.42% |
$8.82M - $10.6M
|
1.44M
$32.1M
|