Purchases and Sales Made in Q4 2022 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
832KNew |
$17.1M - $20M
|
832K
$18.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
693K+ 96.61% |
$14.2M - $16.7M
|
1.41M
$31.5M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
249K+ 17.32% |
$5.12M - $6M
|
1.69M
$37.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
203KNew |
$4.17M - $4.88M
|
203K
$4.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
117KNew |
$2.4M - $2.81M
|
117K
$2.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
116KNew |
$2.39M - $2.8M
|
116K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
107KNew |
$2.19M - $2.56M
|
107K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
105KNew |
$2.15M - $2.52M
|
105K
$2.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
102K+ 16.56% |
$2.1M - $2.45M
|
718K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
101KNew |
$2.07M - $2.42M
|
101K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
83.8KNew |
$1.72M - $2.02M
|
83.8K
$1.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
67.1K+ 608.73% |
$1.38M - $1.61M
|
78.1K
$1.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
66K+ 117.86% |
$1.36M - $1.59M
|
122K
$2.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
55.1K+ 3.05% |
$1.13M - $1.33M
|
1.86M
$41.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.5KNew |
$998K - $1.17M
|
48.5K
$1.09M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.1K+ 206.34% |
$906K - $1.06M
|
65.4K
$1.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.2K+ 78.54% |
$724K - $848K
|
80.1K
$1.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
35.2KNew |
$723K - $846K
|
35.2K
$787K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
31.7K+ 55.92% |
$653K - $764K
|
88.5K
$1.98M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.3KNew |
$418K - $489K
|
20.3K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.7K+ 53.18% |
$282K - $330K
|
39.5K
$884K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.4K+ 73.89% |
$275K - $321K
|
31.4K
$703K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 11.5% |
$230K - $270K
|
109K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.8KNew |
$221K - $259K
|
10.8K
$241K
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
10.7KNew |
$219K - $257K
|
10.7K
$239K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
8.4KNew |
$173K - $202K
|
8.4K
$188K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.86K+ 1.41% |
$99.9K - $117K
|
350K
$7.83M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.39K+ 99.34% |
$90.3K - $106K
|
8.81K
$197K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.36K+ 17.1% |
$89.5K - $105K
|
29.8K
$667K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.24K+ 5.31% |
$87.2K - $102K
|
84.1K
$1.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.46KNew |
$71.1K - $83.2K
|
3.46K
$77.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
BUY
|
- |
2.19K+ 17.27% |
$44.9K - $52.6K
|
14.8K
$332K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.12K+ 12.74% |
$43.6K - $51.1K
|
18.8K
$420K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.92K+ 642.81% |
$39.5K - $46.3K
|
2.22K
$49.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.87K+ 18.65% |
$38.5K - $45.1K
|
11.9K
$266K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.76KNew |
$36.1K - $42.3K
|
1.76K
$39.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.74K+ 10.23% |
$35.7K - $41.8K
|
18.7K
$418K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.48K+ 8.99% |
$30.5K - $35.7K
|
18K
$402K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.47K+ 2.86% |
$30.3K - $35.4K
|
53K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.37K+ 72.82% |
$28.2K - $33K
|
3.26K
$72.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.16KNew |
$23.9K - $28K
|
1.16K
$26K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
932+ 93200.0% |
$19.2K - $22.4K
|
933
$20.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
848+ 1.49% |
$17.4K - $20.4K
|
57.9K
$1.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
332New |
$6.83K - $7.99K
|
332
$7.43K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
288+ 55.17% |
$5.92K - $6.93K
|
810
$18.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
286+ 2.32% |
$5.88K - $6.88K
|
12.6K
$283K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
256+ 1.76% |
$5.26K - $6.16K
|
14.8K
$330K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
232New |
$4.77K - $5.58K
|
232
$5.19K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
232New |
$4.77K - $5.58K
|
232
$5.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
231+ 1.12% |
$4.75K - $5.56K
|
20.8K
$465K
|