Latest Institutional Transactions on Spdr Portfolio Long Term Corpo (SPLB)
This table provides information on the latest institutional transactions involving Spdr Portfolio Long Term Corpo (SPLB) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
130+ 1.26% |
$2.86K - $3.04K
|
10.5K
$237K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
131K+ 6.25% |
$2.88M - $3.07M
|
2.23M
$50.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
70.7K+ 41.73% |
$1.55M - $1.65M
|
240K
$5.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
12.3KNew |
$270K - $288K
|
12.3K
$279K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
200New |
$4.4K - $4.68K
|
200
$4.54K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.16K+ 22.31% |
$136K - $144K
|
33.8K
$767K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
26.3KNew |
$577K - $614K
|
26.3K
$596K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-21.3K- 97.98% |
$467K - $497K
|
439
$9.97K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
508+ 5.64% |
$11.2K - $11.9K
|
9.52K
$216K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 1.15% |
$22 - $23.4
|
88
$2K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-27.1K- 45.36% |
$597K - $635K
|
32.7K
$742K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
220New |
$4.84K - $5.14K
|
220
$4.99K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.44K- 8.25% |
$31.6K - $33.6K
|
16K
$363K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.33K+ 17.67% |
$117K - $124K
|
35.5K
$805K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
577+ 2.61% |
$12.7K - $13.5K
|
22.7K
$514K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-266- 2.92% |
$5.85K - $6.22K
|
8.85K
$201K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-19.2K- 64.51% |
$423K - $449K
|
10.6K
$240K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
72+ 3.72% |
$1.58K - $1.68K
|
2.01K
$45.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-23.8K- 8.04% |
$524K - $557K
|
272K
$6.18M
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
13.9K+ 4.31% |
$305K - $324K
|
335K
$7.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-11Closed |
$242 - $257
|
0
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.3K+ 4.75% |
$28.6K - $30.4K
|
28.7K
$651K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
81K+ 15.94% |
$1.78M - $1.89M
|
589K
$13.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2- 20.0% |
$44 - $46.8
|
8
$182
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
523+ 5.04% |
$11.5K - $12.2K
|
10.9K
$247K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-434- 5.36% |
$9.54K - $10.1K
|
7.66K
$174K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-666- 8.74% |
$14.6K - $15.6K
|
6.96K
$158K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
68.2K+ 65.77% |
$1.5M - $1.59M
|
172K
$3.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
101+ 5.92% |
$2.22K - $2.36K
|
1.81K
$41K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-8.09K- 5.99% |
$178K - $189K
|
127K
$2.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1KNew |
$22K - $23.4K
|
1K
$22.7K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.85K+ 37.67% |
$129K - $137K
|
21.4K
$486K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.79K+ 35.96% |
$83.3K - $88.6K
|
14.3K
$325K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.11% |
$1.1K - $1.17K
|
45.8K
$1.04M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.2K+ 9.25% |
$688K - $729K
|
380K
$8.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.91KNew |
$40.8K - $43.3K
|
1.91K
$43.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.3K+ 119.48% |
$520K - $552K
|
44.7K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.3KNew |
$263K - $279K
|
12.3K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.13K+ 91.6% |
$24.2K - $25.7K
|
2.37K
$53.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
66+ 1.34% |
$1.41K - $1.5K
|
5K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.3KNew |
$220K - $234K
|
10.3K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.69K+ 4.99% |
$36.1K - $38.3K
|
35.6K
$807K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-686- 3.48% |
$14.7K - $15.6K
|
19K
$431K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 11.55% |
$36.3K - $38.5K
|
16.4K
$373K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
494+ 68.61% |
$10.6K - $11.2K
|
1.21K
$27.6K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-148K- 88.27% |
$3.17M - $3.36M
|
19.7K
$447K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15K+ 36.97% |
$320K - $340K
|
55.5K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.24K+ 10.47% |
$155K - $164K
|
76.4K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
194+ 328.81% |
$4.15K - $4.4K
|
253
$5.74K
|
|