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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-8.23K- 9.94% |
$237K - $245K
|
74.5K
$2.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.47K- 50.0% |
$42.2K - $43.7K
|
1.47K
$43.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-37- 0.39% |
$1.06K - $1.1K
|
9.5K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.35K+ 9.17% |
$38.7K - $40.1K
|
16K
$470K
|
|
|
Nov 12, 2025
Q3 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
8+ 3.77% |
$230 - $238
|
220
$6.46K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
5+ 1.4% |
$144 - $149
|
361
$10.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
353+ 1.32% |
$10.2K - $10.5K
|
27.1K
$796K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-77K- 5.74% |
$2.22M - $2.29M
|
1.26M
$37.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.56K+ 2.55% |
$102K - $106K
|
143K
$4.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-134K- 83.81% |
$3.85M - $3.99M
|
25.9K
$759K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-535- 29.09% |
$15.4K - $15.9K
|
1.3K
$38.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
176+ 1.44% |
$5.06K - $5.24K
|
12.4K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
121+ 0.97% |
$3.48K - $3.6K
|
12.6K
$368K
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
12K+ 19.19% |
$345K - $358K
|
74.6K
$2.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-239K- 17.11% |
$6.89M - $7.13M
|
1.16M
$34.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
260+ 8.25% |
$7.48K - $7.75K
|
3.41K
$100K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.59K- 17.44% |
$132K - $137K
|
21.7K
$638K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.85K+ 53.81% |
$111K - $115K
|
11K
$323K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22K- 19.3% |
$633K - $655K
|
92K
$2.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-91- 2.92% |
$2.62K - $2.71K
|
3.02K
$88.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
27.8K+ 19.75% |
$800K - $829K
|
169K
$4.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-54- 0.55% |
$1.55K - $1.61K
|
9.79K
$287K
|
|
|
Nov 07, 2025
Q3 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.36K- 2.33% |
$39.2K - $40.6K
|
57.1K
$1.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
68.5K+ 5.13% |
$1.97M - $2.04M
|
1.4M
$41.2M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.81KNew |
$196K - $203K
|
6.81K
$200K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-53.5K- 99.72% |
$1.54M - $1.59M
|
148
$4.34K
|
|
|
Nov 05, 2025
Q3 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-120K- 81.36% |
$3.45M - $3.57M
|
27.5K
$807K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
153New |
$4.4K - $4.56K
|
153
$4.49K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.31% |
$28.8 - $29.8
|
326
$9.57K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
27New |
$777 - $804
|
27
$792
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-247- 11.35% |
$7.11K - $7.36K
|
1.93K
$56.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.87K+ 75.27% |
$169K - $175K
|
13.7K
$401K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
42.6K+ 33.98% |
$1.22M - $1.27M
|
168K
$4.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
290KNew |
$8.36M - $8.65M
|
290K
$8.52M
|
|
|
Nov 04, 2025
Q3 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-3.88K- 2.6% |
$112K - $116K
|
145K
$4.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.17KNew |
$235K - $243K
|
8.17K
$240K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.66KNew |
$47.9K - $49.6K
|
1.66K
$48.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.2KNew |
$639K - $662K
|
22.2K
$652K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.52K- 3.15% |
$43.7K - $45.3K
|
46.7K
$1.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1K+ 1.63% |
$31.8K - $32.9K
|
68.6K
$2.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
295+ 4.28% |
$8.49K - $8.79K
|
7.19K
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
91.4KNew |
$2.63M - $2.72M
|
91.4K
$2.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
15.6KNew |
$450K - $466K
|
15.6K
$459K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
133K+ 8.27% |
$3.82M - $3.95M
|
1.74M
$51M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.69K+ 3.68% |
$135K - $140K
|
132K
$3.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.5K+ 29.73% |
$935K - $969K
|
142K
$4.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
32.4KNew |
$932K - $965K
|
32.4K
$951K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-86- 0.86% |
$2.47K - $2.56K
|
9.96K
$292K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.33K+ 8.79% |
$67.1K - $69.5K
|
28.9K
$848K
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
33.8K+ 191.04% |
$972K - $1.01M
|
51.5K
$1.51M
|
|