Purchases and Sales Made in Q4 2024 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q4 2024. 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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.35% |
$577 - $630
|
7.55K
$169K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.11% |
$44.4 - $48.4
|
1.76K
$39.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2- 2.3% |
$44.4 - $48.4
|
85
$1.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-47- 3.03% |
$1.04K - $1.14K
|
1.5K
$33.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-150- 0.29% |
$3.33K - $3.63K
|
51.3K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-214- 1.35% |
$4.75K - $5.18K
|
15.6K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-526- 4.84% |
$11.7K - $12.7K
|
10.3K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-650- 9.92% |
$14.4K - $15.7K
|
5.9K
$132K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-697- 28.64% |
$15.5K - $16.9K
|
1.74K
$38.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-893- 7.79% |
$19.8K - $21.6K
|
10.6K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.58K- 99.06% |
$35.2K - $38.3K
|
15
$336
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.06K- 3.89% |
$45.8K - $50K
|
51K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.31K- 56.72% |
$51.3K - $55.9K
|
1.76K
$39.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.47K- 14.37% |
$99.3K - $108K
|
26.7K
$596K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.87K- 2.17% |
$175K - $191K
|
355K
$7.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-9.83K- 4.88% |
$218K - $238K
|
192K
$4.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-10K- 30.56% |
$222K - $242K
|
22.7K
$508K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.8K- 14.04% |
$373K - $407K
|
103K
$2.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-17.6K- 12.2% |
$390K - $425K
|
126K
$2.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-22.2K- 5.47% |
$493K - $537K
|
383K
$8.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-23.6K- 5.48% |
$523K - $571K
|
407K
$9.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-37.1K- 99.77% |
$825K - $900K
|
84
$1.88K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-61K- 2.43% |
$1.35M - $1.48M
|
2.45M
$54.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-72K- 24.41% |
$1.6M - $1.74M
|
223K
$4.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-248K- 95.12% |
$5.5M - $6M
|
12.7K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-258K- 95.26% |
$5.72M - $6.24M
|
12.8K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-330K- 99.68% |
$7.34M - $8M
|
1.05K
$23.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-433K- 88.92% |
$9.63M - $10.5M
|
54K
$1.21M
|