Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
593KNew |
$16.4M - $18.1M
|
593K
$17M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
519K+ 400.21% |
$14.3M - $15.9M
|
649K
$18.6M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
392K+ 502.64% |
$10.8M - $12M
|
469K
$13.5M
|
|
Nov 14, 2022
Q3 2022
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
277KNew |
$7.65M - $8.48M
|
277K
$7.95M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
191K+ 847.31% |
$5.26M - $5.83M
|
213K
$6.12M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
178K+ 95.59% |
$4.9M - $5.43M
|
363K
$10.4M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
148K+ 15.06% |
$4.09M - $4.53M
|
1.13M
$32.5M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
131K+ 95.81% |
$3.6M - $3.99M
|
267K
$7.66M
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
113KNew |
$3.12M - $3.46M
|
113K
$3.25M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
58.9K+ 67.36% |
$1.63M - $1.8M
|
146K
$4.2M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
57.7K+ 32.56% |
$1.59M - $1.76M
|
235K
$6.74M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
54.7KNew |
$1.51M - $1.67M
|
54.7K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.8KNew |
$1.26M - $1.4M
|
45.8K
$1.31M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
39.1KNew |
$1.08M - $1.19M
|
39.1K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.5K+ 4.03% |
$814K - $902K
|
762K
$21.8M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8KNew |
$326K - $362K
|
11.8K
$339K
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
11.6K+ 6.65% |
$319K - $354K
|
186K
$5.32M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.5K+ 2232.23% |
$317K - $351K
|
12K
$344K
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.23KNew |
$199K - $221K
|
7.23K
$207K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
4.93K+ 3.1% |
$136K - $151K
|
164K
$4.7M
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.58KNew |
$98.7K - $109K
|
3.58K
$103K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.17K+ 8.92% |
$87.5K - $96.9K
|
38.7K
$1.11M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.07K+ 766.75% |
$84.6K - $93.7K
|
3.47K
$99.4K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.05K+ 10.6% |
$84.1K - $93.2K
|
31.8K
$911K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
2.36K+ 82.85% |
$65K - $72K
|
5.2K
$149K
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.02K+ 24.41% |
$55.6K - $61.6K
|
10.3K
$294K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.97K+ 14.3% |
$54.3K - $60.2K
|
15.8K
$451K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.83K+ 237.32% |
$50.3K - $55.8K
|
2.59K
$74.3K
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
991+ 10.99% |
$27.3K - $30.3K
|
10K
$287K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
638New |
$17.6K - $19.5K
|
638
$18.3K
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
590+ 2.95% |
$16.3K - $18K
|
20.6K
$589K
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
383+ 1.55% |
$10.6K - $11.7K
|
25K
$717K
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
355+ 1.68% |
$9.79K - $10.8K
|
21.5K
$617K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$8.27K - $9.17K
|
300
$8.6K
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
135+ 0.14% |
$3.72K - $4.13K
|
95.6K
$2.74M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
21+ 0.72% |
$579 - $642
|
2.93K
$84.1K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.93% |
$55.1 - $61.1
|
216
$6.19K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 0.88% |
$110 - $122
|
452
$13K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-136- 1.82% |
$3.75K - $4.16K
|
7.32K
$210K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-288- 3.15% |
$7.94K - $8.8K
|
8.85K
$254K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-797- 5.14% |
$22K - $24.4K
|
14.7K
$422K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-972- 6.79% |
$26.8K - $29.7K
|
13.3K
$382K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.5K- 4.22% |
$41.3K - $45.8K
|
34K
$975K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.39K- 10.15% |
$121K - $134K
|
38.9K
$1.11M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.82K- 51.21% |
$216K - $239K
|
7.45K
$213K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.6K- 20.31% |
$348K - $386K
|
49.6K
$1.42M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-14KClosed |
$386K - $428K
|
0
$0
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.2K- 57.33% |
$392K - $435K
|
10.6K
$304K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.3K- 15.49% |
$615K - $681K
|
122K
$3.48M
|