Purchases and Sales Made in Q2 2023 in Spdr Ser Tr Spdr Portfolio Cor (SPBO)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Cor (SPBO) during Q2 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO COR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
275+ 1.37% |
$7.82K - $8.1K
|
20.4K
$585K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
230New |
$6.54K - $6.78K
|
230
$6.59K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
151+ 0.91% |
$4.29K - $4.45K
|
16.7K
$480K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
110+ 1.57% |
$3.13K - $3.24K
|
7.11K
$204K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
100+ 1.03% |
$2.84K - $2.95K
|
9.85K
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
30+ 0.3% |
$853 - $884
|
10.1K
$290K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.9% |
$56.9 - $58.9
|
223
$6.39K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$28.4 - $29.5
|
1
$28.7
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 3.03% |
$28.4 - $29.5
|
34
$974
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-289- 0.9% |
$8.22K - $8.51K
|
31.7K
$909K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-445- 5.47% |
$12.7K - $13.1K
|
7.69K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-782- 82.75% |
$22.2K - $23K
|
163
$4.67K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-930- 4.54% |
$26.4K - $27.4K
|
19.5K
$560K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.29K- 2.28% |
$36.7K - $38K
|
55.4K
$1.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.34K- 6.84% |
$38.2K - $39.6K
|
18.3K
$524K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.68K- 18.05% |
$47.8K - $49.5K
|
7.63K
$219K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.71K- 7.87% |
$134K - $139K
|
55.1K
$1.58M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.98K- 4.1% |
$142K - $147K
|
116K
$3.34M
|
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-4.99K- 6.71% |
$142K - $147K
|
69.4K
$1.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.29K- 23.49% |
$207K - $215K
|
23.8K
$681K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-8.35K- 2.98% |
$238K - $246K
|
272K
$7.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-9.39K- 10.02% |
$267K - $277K
|
84.4K
$2.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-13K- 12.77% |
$370K - $383K
|
88.9K
$2.55M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-14.5K- 10.23% |
$411K - $426K
|
127K
$3.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-27.6K- 2.83% |
$785K - $813K
|
948K
$27.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.2K- 78.99% |
$917K - $950K
|
8.58K
$246K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-35.1K- 2.14% |
$998K - $1.03M
|
1.61M
$46M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.3K- 10.59% |
$1M - $1.04M
|
298K
$8.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-36K- 13.75% |
$1.02M - $1.06M
|
226K
$6.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-40.3K- 35.56% |
$1.15M - $1.19M
|
73.1K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-44.6K- 15.35% |
$1.27M - $1.32M
|
246K
$7.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-46.6K- 79.77% |
$1.33M - $1.37M
|
11.8K
$339K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-49.1K- 55.33% |
$1.4M - $1.45M
|
39.6K
$1.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-57.6K- 8.85% |
$1.64M - $1.7M
|
593K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110K- 11.61% |
$3.14M - $3.25M
|
840K
$24.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-155K- 85.87% |
$4.41M - $4.57M
|
25.5K
$731K
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-217K- 56.85% |
$6.18M - $6.4M
|
165K
$4.72M
|