Purchases and Sales Made in Q1 2023 in Spdr Ser Tr Spdr Portfolio Cor (SPBO)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Cor (SPBO) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO COR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.24K+ 9.61% |
$63.1K - $66.7K
|
25.5K
$734K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.05K+ 11.35% |
$58K - $61.2K
|
20.1K
$580K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.72K+ 238.47% |
$48.5K - $51.2K
|
2.44K
$70.2K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 1.28% |
$48K - $50.7K
|
134K
$3.87M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.61K+ 44.92% |
$45.4K - $48K
|
5.19K
$149K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.09KNew |
$30.9K - $32.6K
|
1.09K
$31.5K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.09KNew |
$30.8K - $32.5K
|
1.09K
$31.4K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
945New |
$26.7K - $28.2K
|
945
$27.2K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
505+ 5.1% |
$14.3K - $15.1K
|
10.4K
$299K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
336New |
$9.49K - $10K
|
336
$9.67K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
304+ 20.5% |
$8.58K - $9.07K
|
1.79K
$51.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
255+ 22.35% |
$7.2K - $7.61K
|
1.4K
$40.2K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
210+ 2.82% |
$5.93K - $6.26K
|
7.66K
$221K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
129New |
$3.64K - $3.85K
|
129
$3.71K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
53+ 0.76% |
$1.5K - $1.58K
|
7K
$202K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
40+ 0.04% |
$1.13K - $1.19K
|
95.4K
$2.75M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.91% |
$56.5 - $59.7
|
221
$6.36K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1+ 0.01% |
$28.2 - $29.8
|
20K
$575K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-145- 0.24% |
$4.09K - $4.33K
|
59.8K
$1.72M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.46KClosed |
$41.2K - $43.6K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.27K- 97.09% |
$64K - $67.6K
|
68
$1.96K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.72K- 18.96% |
$76.9K - $81.2K
|
11.6K
$335K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.3K- 23.75% |
$93.2K - $98.4K
|
10.6K
$305K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.58K- 26.88% |
$101K - $107K
|
9.75K
$281K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.75K- 2.08% |
$106K - $112K
|
177K
$5.1M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.87K- 12.46% |
$109K - $115K
|
27.2K
$782K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-5.34K- 1.87% |
$151K - $159K
|
280K
$8.07M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-15.9K- 63.09% |
$449K - $474K
|
9.31K
$268K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-19.1K- 25.18% |
$539K - $569K
|
56.7K
$1.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20.5K- 68.45% |
$579K - $612K
|
9.45K
$272K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-27.1K- 99.38% |
$765K - $808K
|
170
$4.89K
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-30.2K- 15.67% |
$854K - $902K
|
163K
$4.68M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-70.3K- 5.15% |
$1.98M - $2.1M
|
1.29M
$37.3M
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-207K- 73.56% |
$5.84M - $6.17M
|
74.4K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-305K- 51.15% |
$8.6M - $9.08M
|
291K
$8.37M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-415K- 76.1% |
$11.7M - $12.4M
|
130K
$3.76M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-606K- 26.95% |
$17.1M - $18.1M
|
1.64M
$47.3M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-1.76M- 82.13% |
$49.6M - $52.4M
|
382K
$11M
|