Purchases and Sales Made in Q4 2023 in Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB) during Q4 2023. 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 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
531+ 2.52% |
$10.7K - $12.8K
|
21.6K
$481K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
481New |
$9.65K - $11.6K
|
481
$10.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
336New |
$6.74K - $8.08K
|
336
$7.49K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
329New |
$6.6K - $7.91K
|
329
$7.34K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
217New |
$4.36K - $5.22K
|
217
$4.84K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
197New |
$3.95K - $4.74K
|
197
$4.39K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
180+ 1.9% |
$3.61K - $4.33K
|
9.66K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
166+ 178.49% |
$3.33K - $3.99K
|
259
$5.78K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
159+ 2.02% |
$3.19K - $3.82K
|
8.02K
$179K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
148+ 0.62% |
$2.97K - $3.56K
|
24.2K
$540K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
73New |
$1.47K - $1.76K
|
73
$1.63K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
41New |
$823 - $986
|
41
$914
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
29+ 0.7% |
$582 - $697
|
4.19K
$93.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 1.96% |
$201 - $241
|
519
$11.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 1.47% |
$100 - $120
|
344
$7.67K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 1.33% |
$20.1 - $24.1
|
76
$1.69K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-60- 0.38% |
$1.2K - $1.44K
|
15.9K
$354K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-83- 10.02% |
$1.67K - $2K
|
745
$16.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-110- 0.11% |
$2.21K - $2.65K
|
101K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-118- 50.86% |
$2.37K - $2.84K
|
114
$2.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-276- 8.49% |
$5.54K - $6.64K
|
2.98K
$66.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-379- 46.79% |
$7.61K - $9.11K
|
431
$9.61K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-386Closed |
$7.75K - $9.28K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-480- 19.33% |
$9.63K - $11.5K
|
2K
$44.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-633- 50.4% |
$12.7K - $15.2K
|
623
$13.9K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-788- 49.31% |
$15.8K - $19K
|
810
$18.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-804- 5.14% |
$16.1K - $19.3K
|
14.8K
$331K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.78K- 56.76% |
$35.7K - $42.8K
|
1.36K
$30.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.83K- 28.15% |
$36.8K - $44.1K
|
4.68K
$104K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.98K- 21.75% |
$39.7K - $47.5K
|
7.11K
$159K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.03K- 8.19% |
$40.8K - $48.9K
|
22.8K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.18K- 14.39% |
$43.8K - $52.5K
|
13K
$289K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.33K- 62.25% |
$46.7K - $56K
|
1.41K
$31.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.57K- 2.81% |
$51.5K - $61.8K
|
88.8K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2.65K- 68.79% |
$53.1K - $63.6K
|
1.2K
$26.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.94K- 11.54% |
$59.1K - $70.8K
|
22.6K
$503K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.27K- 18.45% |
$65.7K - $78.7K
|
14.5K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-9.8K- 18.96% |
$197K - $236K
|
41.9K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-9.8K- 18.96% |
$197K - $236K
|
41.9K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.2K- 19.3% |
$244K - $293K
|
50.9K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.2K- 33.29% |
$266K - $318K
|
26.5K
$591K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-17.4K- 18.49% |
$350K - $420K
|
76.9K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-22.4K- 15.39% |
$450K - $539K
|
123K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.9K- 39.23% |
$460K - $551K
|
35.5K
$791K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-23K- 35.77% |
$462K - $554K
|
41.4K
$922K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-24.4K- 49.8% |
$490K - $587K
|
24.6K
$549K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.8K- 51.67% |
$557K - $667K
|
26K
$579K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28.1K- 71.76% |
$564K - $676K
|
11.1K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-30.5K- 35.28% |
$613K - $734K
|
56K
$1.25M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.9K- 4.22% |
$942K - $1.13M
|
1.06M
$23.7M
|