Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.22K- 10.64% |
$34.6K - $36.7K
|
10.2K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.55K- 3.36% |
$44.2K - $46.9K
|
44.7K
$1.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.59K- 15.24% |
$45.3K - $48.1K
|
8.86K
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.89K- 19.15% |
$53.7K - $56.9K
|
7.96K
$226K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.08K- 0.19% |
$59.1K - $62.7K
|
1.07M
$30.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.14K- 0.91% |
$60.9K - $64.6K
|
234K
$6.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.14K- 2.12% |
$60.9K - $64.6K
|
98.7K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.77K- 4.13% |
$78.9K - $83.7K
|
64.3K
$1.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.8K- 17.43% |
$79.8K - $84.6K
|
13.3K
$376K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.23K- 32.37% |
$91.8K - $97.4K
|
6.74K
$191K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.25K- 4.6% |
$92.5K - $98.2K
|
67.4K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6K- 0.53% |
$171K - $181K
|
1.13M
$32M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.81K- 25.38% |
$194K - $205K
|
20K
$567K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.98K- 1.83% |
$199K - $211K
|
374K
$10.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-7K- 19.96% |
$199K - $211K
|
28.1K
$795K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.8K- 34.01% |
$250K - $265K
|
17.1K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.57K- 60.51% |
$272K - $289K
|
6.25K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-10.8K- 15.11% |
$308K - $327K
|
60.8K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-11.4K- 12.89% |
$323K - $343K
|
76.7K
$2.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.2K- 59.96% |
$433K - $459K
|
10.2K
$288K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-15.4K- 10.25% |
$438K - $465K
|
135K
$3.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.3K- 29.35% |
$464K - $492K
|
39.2K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-21.2K- 3.31% |
$604K - $641K
|
620K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-35.9K- 44.54% |
$1.02M - $1.08M
|
44.7K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-47.4K- 22.53% |
$1.35M - $1.43M
|
163K
$4.62M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-47.4K- 22.53% |
$1.35M - $1.43M
|
163K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-59.3K- 56.35% |
$1.69M - $1.79M
|
45.9K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-66.7K- 61.21% |
$1.9M - $2.01M
|
42.3K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-77.5K- 30.38% |
$2.2M - $2.34M
|
178K
$5.03M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-108K- 4.17% |
$3.06M - $3.25M
|
2.47M
$70.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-108K- 90.5% |
$3.07M - $3.26M
|
11.3K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-600K- 93.49% |
$17.1M - $18.1M
|
41.8K
$1.18M
|