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 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
29New |
$828 - $871
|
29
$851
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.7K- 55.21% |
$305K - $321K
|
8.67K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
41+ 1.17% |
$1.17K - $1.23K
|
3.56K
$104K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.05KNew |
$58.5K - $61.5K
|
2.05K
$60.1K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
337New |
$9.59K - $10.2K
|
337
$9.89K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20New |
$569 - $604
|
20
$587
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
20New |
$569 - $604
|
20
$587
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
21.4KNew |
$608K - $645K
|
21.4K
$627K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.7K+ 124.63% |
$475K - $504K
|
30.1K
$883K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.34KNew |
$209K - $221K
|
7.34K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
788New |
$22.4K - $23.8K
|
788
$23.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.89K- 19.15% |
$53.7K - $56.9K
|
7.96K
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.81KNew |
$279K - $296K
|
9.81K
$288K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36K+ 22.57% |
$1.02M - $1.09M
|
195K
$5.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
18+ 0.23% |
$512 - $543
|
7.97K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.8K- 17.43% |
$79.8K - $84.6K
|
13.3K
$390K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.23K- 32.37% |
$91.8K - $97.4K
|
6.74K
$198K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
30KNew |
$854K - $905K
|
30K
$881K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
103New |
$2.93K - $3.11K
|
103
$3.02K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-229K- 64.16% |
$6.45M - $6.65M
|
128K
$3.76M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-14KClosed |
$394K - $406K
|
0
$0
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
51.9K+ 306.93% |
$1.46M - $1.5M
|
68.8K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.9K- 6.78% |
$53.3K - $55K
|
26.1K
$766K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
235New |
$6.61K - $6.81K
|
235
$6.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7.26KClosed |
$204K - $211K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-21.6K- 49.8% |
$608K - $626K
|
21.8K
$639K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
460New |
$12.9K - $13.3K
|
460
$13.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
662New |
$18.6K - $19.2K
|
662
$19.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
216+ 6.58% |
$6.08K - $6.26K
|
3.5K
$103K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-9.17K- 51.25% |
$258K - $266K
|
8.73K
$256K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1New |
$28.1 - $29
|
1
$29.4
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.83KNew |
$51.6K - $53.1K
|
1.83K
$53.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
84.6KNew |
$2.38M - $2.45M
|
84.6K
$2.48M
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
9.57KNew |
$275K - $282K
|
9.57K
$281K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24New |
$688 - $707
|
24
$704
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
13.4KNew |
$383K - $394K
|
13.4K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.2KNew |
$293K - $301K
|
10.2K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.07K+ 55.76% |
$30.7K - $31.5K
|
2.99K
$87.6K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.08KNew |
$203K - $209K
|
7.08K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.46K+ 53.65% |
$128K - $132K
|
12.8K
$375K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.04K+ 9.12% |
$29.8K - $30.6K
|
12.4K
$365K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.95KNew |
$142K - $146K
|
4.95K
$145K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
215KNew |
$6.16M - $6.33M
|
215K
$6.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
248New |
$7.11K - $7.31K
|
248
$7.28K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-42.7K- 23.23% |
$1.22M - $1.26M
|
141K
$4.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.26KNew |
$237K - $244K
|
8.26K
$243K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.33K- 15.33% |
$38.2K - $39.3K
|
7.36K
$216K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20K- 99.24% |
$574K - $590K
|
154
$4.52K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
47New |
$1.35K - $1.39K
|
47
$1.38K
|
|