Purchases and Sales Made in Q3 2025 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.3K+ 4.75% |
$28.6K - $30.4K
|
28.7K
$651K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.27KNew |
$27.8K - $29.6K
|
1.27K
$28.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.25K+ 0.09% |
$27.4K - $29.1K
|
1.45M
$32.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.12K+ 15.69% |
$24.7K - $26.2K
|
8.27K
$188K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.12K+ 10.94% |
$24.6K - $26.2K
|
11.4K
$258K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1KNew |
$22K - $23.4K
|
1K
$22.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
652+ 4.69% |
$14.3K - $15.2K
|
14.6K
$330K
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
612+ 1.15% |
$13.5K - $14.3K
|
53.9K
$1.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
577+ 2.61% |
$12.7K - $13.5K
|
22.7K
$514K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
523+ 5.04% |
$11.5K - $12.2K
|
10.9K
$247K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
508+ 5.64% |
$11.2K - $11.9K
|
9.52K
$216K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
460+ 0.79% |
$10.1K - $10.8K
|
58.7K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
438+ 2.42% |
$9.63K - $10.2K
|
18.5K
$421K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
220New |
$4.84K - $5.14K
|
220
$4.99K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
200New |
$4.4K - $4.68K
|
200
$4.54K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
130+ 1.26% |
$2.86K - $3.04K
|
10.5K
$237K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
119+ 313.16% |
$2.62K - $2.78K
|
157
$3.56K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
116+ 1.08% |
$2.55K - $2.71K
|
10.9K
$248K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
101+ 5.92% |
$2.22K - $2.36K
|
1.81K
$41K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
92New |
$2.02K - $2.15K
|
92
$2.09K
|
|
|
Nov 24, 2025
Q3 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
79+ 0.68% |
$1.74K - $1.85K
|
11.7K
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
76New |
$1.67K - $1.78K
|
76
$1.73K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
72+ 3.72% |
$1.58K - $1.68K
|
2.01K
$45.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
67New |
$1.47K - $1.57K
|
67
$1.52K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
42+ 1.32% |
$924 - $982
|
3.21K
$72.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
20+ 0.11% |
$440 - $468
|
17.8K
$404K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16New |
$352 - $374
|
16
$363
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
12New |
$264 - $281
|
12
$272
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 6.67% |
$22 - $23.4
|
16
$363
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 2.27% |
$22 - $23.4
|
45
$1.02K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 1.15% |
$22 - $23.4
|
88
$2K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 1.23% |
$22 - $23.4
|
80
$1.82K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2- 20.0% |
$44 - $46.8
|
8
$182
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2- 20.0% |
$44 - $46.8
|
8
$182
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-11Closed |
$242 - $257
|
0
$0
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.11% |
$1.1K - $1.17K
|
45.8K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-100- 0.08% |
$2.2K - $2.34K
|
122K
$2.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-266- 2.92% |
$5.85K - $6.22K
|
8.85K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-324- 2.45% |
$7.12K - $7.58K
|
12.9K
$293K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-378- 25.58% |
$8.31K - $8.84K
|
1.1K
$25K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-434- 5.36% |
$9.54K - $10.1K
|
7.66K
$174K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-666- 8.74% |
$14.6K - $15.6K
|
6.96K
$158K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-671- 67.51% |
$14.8K - $15.7K
|
323
$7.33K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-831- 8.24% |
$18.3K - $19.4K
|
9.25K
$210K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-981- 15.47% |
$21.6K - $22.9K
|
5.36K
$122K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.22K- 2.69% |
$26.8K - $28.5K
|
44.1K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.44K- 8.25% |
$31.6K - $33.6K
|
16K
$363K
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-2.19K- 4.2% |
$48.1K - $51.2K
|
49.9K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-2.84KClosed |
$62.5K - $66.5K
|
0
$0
|
|