Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Cor (SPBO)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Cor (SPBO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.7K- 14.52% |
$49.9K - $50.9K
|
10K
$294K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.75K- 30.29% |
$257K - $262K
|
20.1K
$591K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.67K+ 15.18% |
$49.1K - $50K
|
12.7K
$372K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
5KNew |
$147K - $150K
|
5K
$147K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
32.3K+ 19.21% |
$947K - $965K
|
200K
$5.87M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
101+ 1.27% |
$2.96K - $3.02K
|
8.08K
$237K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
89.1K+ 6.34% |
$2.61M - $2.67M
|
1.49M
$43.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
15.5K+ 2.52% |
$456K - $465K
|
633K
$18.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-10.1K- 5.68% |
$296K - $302K
|
168K
$4.92M
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
1.04K+ 1.4% |
$30.6K - $31.2K
|
75.6K
$2.22M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
148+ 0.71% |
$4.26K - $4.41K
|
21.1K
$620K
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
BUY
|
- |
20K+ 103.1% |
$575K - $595K
|
39.4K
$1.16M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.65KNew |
$47.4K - $49.1K
|
1.65K
$48.4K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
9.84KNew |
$283K - $293K
|
9.84K
$289K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
36.1K+ 7.48% |
$1.04M - $1.08M
|
519K
$15.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-775- 9.87% |
$22.3K - $23.1K
|
7.08K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.9K+ 0.92% |
$718K - $743K
|
2.73M
$80M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
35New |
$1.01K - $1.04K
|
35
$1.03K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7+ 0.04% |
$201 - $209
|
16.8K
$493K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-32.7K- 99.23% |
$942K - $975K
|
253
$7.43K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57.5KNew |
$1.65M - $1.71M
|
57.5K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
989K+ 15.57% |
$28.5M - $29.5M
|
7.34M
$215M
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
312KNew |
$8.98M - $9.3M
|
312K
$9.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.35KNew |
$211K - $219K
|
7.35K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-222K- 59.55% |
$6.38M - $6.61M
|
151K
$4.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.2KNew |
$379K - $392K
|
13.2K
$386K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.18M+ 643.19% |
$33.9M - $35.1M
|
1.36M
$40M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
398+ 82.4% |
$11.5K - $11.9K
|
881
$25.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
137K+ 12.12% |
$3.95M - $4.09M
|
1.27M
$37.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-514- 6.68% |
$14.8K - $15.3K
|
7.18K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
60.4KNew |
$1.74M - $1.8M
|
60.4K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
162+ 6.99% |
$4.66K - $4.83K
|
2.48K
$72.8K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.77K+ 32.11% |
$195K - $202K
|
27.8K
$817K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.98K- 11.2% |
$85.6K - $88.7K
|
23.6K
$692K
|
|
|
Nov 14, 2025
Q3 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.64MNew |
$47.2M - $48.8M
|
1.64M
$48.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-469- 0.85% |
$13.5K - $14K
|
55K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
233+ 1.39% |
$6.7K - $6.94K
|
16.9K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.5K+ 54.26% |
$475K - $491K
|
46.9K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
87.3K+ 35.17% |
$2.51M - $2.6M
|
335K
$9.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-31.3K- 35.59% |
$901K - $933K
|
56.7K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
455K+ 428.73% |
$13.1M - $13.6M
|
561K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
50+ 0.25% |
$1.44K - $1.49K
|
19.9K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
47.6K+ 13.59% |
$1.37M - $1.42M
|
398K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
81.3K+ 188.5% |
$2.34M - $2.42M
|
124K
$3.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.4K+ 13.87% |
$1.02M - $1.05M
|
291K
$8.53M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.44K+ 1.27% |
$41.4K - $42.8K
|
115K
$3.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7.75KNew |
$223K - $231K
|
7.75K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-8.33K- 15.34% |
$240K - $248K
|
46K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
69+ 0.94% |
$1.99K - $2.06K
|
7.4K
$217K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
500+ 6.94% |
$14.4K - $14.9K
|
7.7K
$226K
|
|