Latest Institutional Purchases of Spdr Ser Tr Spdr Portfolio Cor (SPBO)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Cor (SPBO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.5K+ 116.38% |
$187K - $193K
|
12.1K
$354K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.87K+ 75.27% |
$169K - $175K
|
13.7K
$401K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.56K+ 12.42% |
$160K - $166K
|
50.3K
$1.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.69K+ 3.68% |
$135K - $140K
|
132K
$3.88M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.85K+ 53.81% |
$111K - $115K
|
11K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.56K+ 2.55% |
$102K - $106K
|
143K
$4.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.21K+ 8.75% |
$92.2K - $95.5K
|
39.9K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.64K+ 6.6% |
$76K - $78.7K
|
42.6K
$1.25M
|
|
|
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 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.17K+ 2.78% |
$62.5K - $64.7K
|
80.3K
$2.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.66KNew |
$47.9K - $49.6K
|
1.66K
$48.8K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.65KNew |
$47.4K - $49.1K
|
1.65K
$48.4K
|
|
|
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 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.35K+ 9.17% |
$38.7K - $40.1K
|
16K
$470K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.31K+ 9.98% |
$37.8K - $39.1K
|
14.5K
$425K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1K+ 1.63% |
$31.8K - $32.9K
|
68.6K
$2.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
994+ 11.85% |
$28.6K - $29.6K
|
9.38K
$275K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
500+ 6.94% |
$14.4K - $14.9K
|
7.7K
$226K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
458+ 3.75% |
$13.2K - $13.6K
|
12.7K
$372K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
454New |
$13.1K - $13.5K
|
454
$13.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
398+ 82.4% |
$11.5K - $11.9K
|
881
$25.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
353+ 1.32% |
$10.2K - $10.5K
|
27.1K
$796K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
321+ 0.94% |
$9.24K - $9.56K
|
34.4K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
295+ 4.28% |
$8.49K - $8.79K
|
7.19K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
260+ 8.25% |
$7.48K - $7.75K
|
3.41K
$100K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
233+ 1.39% |
$6.7K - $6.94K
|
16.9K
$497K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
207New |
$5.96K - $6.17K
|
207
$6.08K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
176+ 1.44% |
$5.06K - $5.24K
|
12.4K
$364K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
162+ 6.99% |
$4.66K - $4.83K
|
2.48K
$72.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
153New |
$4.4K - $4.56K
|
153
$4.49K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
121+ 0.97% |
$3.48K - $3.6K
|
12.6K
$368K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
100+ 1.27% |
$2.88K - $2.98K
|
7.98K
$234K
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
91+ 1.0% |
$2.62K - $2.71K
|
9.21K
$270K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
72New |
$2.07K - $2.14K
|
72
$2.11K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
69+ 0.94% |
$1.99K - $2.06K
|
7.4K
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
50+ 0.25% |
$1.44K - $1.49K
|
19.9K
$584K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
38+ 3.9% |
$1.09K - $1.13K
|
1.01K
$29.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
35New |
$1.01K - $1.04K
|
35
$1.03K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
27New |
$777 - $804
|
27
$792
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 1.01% |
$633 - $655
|
2.2K
$64.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
16+ 0.07% |
$460 - $477
|
21.5K
$632K
|
|
|
Nov 12, 2025
Q3 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
8+ 3.77% |
$230 - $238
|
220
$6.46K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7+ 0.04% |
$201 - $209
|
16.8K
$493K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
5+ 1.4% |
$144 - $149
|
361
$10.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 1.62% |
$115 - $119
|
251
$7.37K
|
|
| Q2 2025 | |||||||
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
68.9K+ 11.57% |
$1.94M - $2.01M
|
664K
$19.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
48.5K+ 14.87% |
$1.37M - $1.42M
|
375K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
41.5K+ 58.46% |
$1.17M - $1.21M
|
112K
$3.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39.1K+ 3.42% |
$1.1M - $1.14M
|
1.18M
$34.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19.1K+ 108.39% |
$537K - $557K
|
36.6K
$1.08M
|
|