Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
681K+ 309.76% |
$19.4M - $20.4M
|
900K
$25.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
552K+ 45.05% |
$15.8M - $16.6M
|
1.78M
$51.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
460KNew |
$13.1M - $13.8M
|
460K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
424K+ 13.28% |
$12.1M - $12.7M
|
3.62M
$104M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
391K+ 2.92% |
$11.2M - $11.7M
|
13.8M
$397M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
214K+ 19.97% |
$6.11M - $6.42M
|
1.28M
$37M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
207KNew |
$5.91M - $6.22M
|
207K
$5.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
203K+ 16.43% |
$5.81M - $6.1M
|
1.44M
$41.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
190KNew |
$5.43M - $5.7M
|
190K
$5.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
175K+ 7.67% |
$4.98M - $5.24M
|
2.45M
$70.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
130K+ 39.23% |
$3.72M - $3.92M
|
463K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
129K+ 25.72% |
$3.69M - $3.88M
|
632K
$18.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
111K+ 9.89% |
$3.17M - $3.34M
|
1.23M
$35.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
91.7K+ 68.04% |
$2.62M - $2.75M
|
227K
$6.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
86.7K+ 12.5% |
$2.47M - $2.6M
|
780K
$22.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
83.3KNew |
$2.38M - $2.5M
|
83.3K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
81.8K+ 7.31% |
$2.34M - $2.46M
|
1.2M
$34.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.1K+ 134.66% |
$2.17M - $2.28M
|
133K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.6K+ 828.72% |
$1.82M - $1.91M
|
71.3K
$2.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
63.5KNew |
$1.81M - $1.91M
|
63.5K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50.2KNew |
$1.43M - $1.51M
|
50.2K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
46.7K+ 20.0% |
$1.33M - $1.4M
|
280K
$8.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
32.9K+ 114.26% |
$940K - $988K
|
61.7K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
30.2K+ 30.62% |
$863K - $908K
|
129K
$3.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28K+ 8.0% |
$800K - $841K
|
378K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
21.9KNew |
$627K - $659K
|
21.9K
$632K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
20.1K+ 6.03% |
$574K - $603K
|
353K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.9K+ 16.57% |
$539K - $566K
|
133K
$3.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18.6K+ 18.18% |
$532K - $559K
|
121K
$3.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.8K+ 1.49% |
$481K - $505K
|
1.15M
$33M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
15.6K+ 14.85% |
$445K - $468K
|
121K
$3.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
12.8K+ 12.55% |
$367K - $386K
|
115K
$3.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10.1KNew |
$287K - $302K
|
10.1K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10K+ 38.21% |
$286K - $300K
|
36.2K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.6K+ 37.25% |
$274K - $288K
|
35.4K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.01K+ 29.64% |
$257K - $271K
|
39.4K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
8.83KNew |
$252K - $265K
|
8.83K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.18K+ 13.83% |
$177K - $186K
|
50.9K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.78K+ 15.92% |
$165K - $174K
|
42.1K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
4.63K+ 52.65% |
$132K - $139K
|
13.4K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.57KNew |
$102K - $107K
|
3.57K
$103K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.32K+ 15.46% |
$94.8K - $99.7K
|
24.8K
$714K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.94K+ 6.18% |
$83.9K - $88.2K
|
50.5K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.77K+ 7.36% |
$79.1K - $83.2K
|
40.4K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.76K+ 361.47% |
$78.8K - $82.8K
|
3.52K
$101K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.55K+ 22.95% |
$72.9K - $76.6K
|
13.7K
$394K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.54K+ 17.53% |
$72.7K - $76.4K
|
17.1K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.42KNew |
$69K - $72.5K
|
2.42K
$69.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.3K+ 5.43% |
$65.5K - $68.9K
|
44.6K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
2.28KNew |
$65K - $68.4K
|
2.28K
$65.6K
|