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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
530New |
$14.9K - $15.5K
|
530
$15.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-493K- 97.61% |
$13.9M - $14.4M
|
12.1K
$355K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-442- 5.29% |
$12.5K - $12.9K
|
7.92K
$232K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
48.5K+ 14.87% |
$1.37M - $1.42M
|
375K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.46K- 2.09% |
$41.3K - $42.8K
|
68.6K
$2.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
68.9K+ 11.57% |
$1.94M - $2.01M
|
664K
$19.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3.51KNew |
$98.9K - $103K
|
3.51K
$103K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-91- 35.27% |
$2.56K - $2.66K
|
167
$4.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.36K+ 9.59% |
$151K - $157K
|
61.3K
$1.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-507- 37.58% |
$14.3K - $14.8K
|
842
$24.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-955- 86.27% |
$26.9K - $27.9K
|
152
$4.46K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19.1K+ 108.39% |
$537K - $557K
|
36.6K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-893- 6.85% |
$25.2K - $26.1K
|
12.2K
$357K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-380- 3.84% |
$10.7K - $11.1K
|
9.51K
$279K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
89.6K+ 44.06% |
$2.53M - $2.62M
|
293K
$8.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.31K- 48.71% |
$93.6K - $96.9K
|
3.49K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
33.9KNew |
$959K - $993K
|
33.9K
$996K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-235- 1.78% |
$6.64K - $6.88K
|
13K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.14KNew |
$32.1K - $33.3K
|
1.14K
$33.3K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$28.3 - $29.3
|
1
$29.4
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-7.68K- 6.83% |
$217K - $225K
|
105K
$3.07M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
138New |
$3.9K - $4.04K
|
138
$4.05K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
67New |
$1.89K - $1.96K
|
67
$1.97K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14KNew |
$396K - $410K
|
14K
$411K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
356New |
$10.1K - $10.4K
|
356
$10.4K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
5.48KNew |
$155K - $161K
|
5.48K
$161K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
451New |
$12.7K - $13.2K
|
451
$13.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-2.7K- 26.84% |
$76.3K - $79K
|
7.36K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
594New |
$16.8K - $17.4K
|
594
$17.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-12.2K- 19.19% |
$344K - $357K
|
51.3K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
350+ 4.55% |
$9.89K - $10.2K
|
8.05K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.91KNew |
$224K - $232K
|
7.91K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18.5K- 31.73% |
$523K - $541K
|
39.8K
$1.17M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
75New |
$2.14K - $2.25K
|
75
$2.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
84New |
$2.4K - $2.52K
|
84
$2.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.65K- 8.12% |
$75.7K - $79.6K
|
30K
$880K
|
|
|
Feb 14, 2025
Q4 2024
|
Enstar Group LTD
Hamilton, D0 |
BUY
|
- |
276KNew |
$7.89M - $8.3M
|
276K
$8.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13+ 28.89% |
$371 - $390
|
58
$1.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.98K- 24.42% |
$56.4K - $59.3K
|
6.11K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-85- 0.5% |
$2.43K - $2.55K
|
17K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.47K+ 311.42% |
$42.1K - $44.2K
|
1.95K
$57.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-105- 1.41% |
$3K - $3.15K
|
7.34K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50.2KNew |
$1.43M - $1.51M
|
50.2K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3New |
$85.7 - $90.1
|
3
$88.1
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
21.9KNew |
$627K - $659K
|
21.9K
$644K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.32K+ 15.46% |
$94.8K - $99.7K
|
24.8K
$728K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.49K- 14.64% |
$42.5K - $44.7K
|
8.68K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-17.8K- 75.44% |
$509K - $535K
|
5.8K
$170K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-260- 1.96% |
$7.43K - $7.81K
|
13K
$382K
|
|