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 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.1KNew |
$381K - $418K
|
17.1K
$374K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
9.19KNew |
$204K - $225K
|
9.19K
$201K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.2K- 4.99% |
$93.5K - $103K
|
80.1K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.28M+ 521939.88% |
$206M - $227M
|
9.28M
$203M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
57.6KNew |
$1.28M - $1.41M
|
57.6K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
95.8K+ 81.0% |
$2.13M - $2.34M
|
214K
$4.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
888New |
$19.8K - $21.7K
|
888
$19.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.2K+ 14.34% |
$271K - $298K
|
97.3K
$2.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-23.5K- 19.46% |
$522K - $573K
|
97.1K
$2.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
22.2K+ 28.39% |
$494K - $543K
|
100K
$2.19M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.9KNew |
$283K - $298K
|
12.9K
$282K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-100- 8.33% |
$2.19K - $2.31K
|
1.1K
$24K
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-800- 2.01% |
$17.5K - $18.5K
|
39.1K
$854K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
74.6K+ 183.67% |
$1.64M - $1.72M
|
115K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
24KNew |
$526K - $553K
|
24K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-800- 2.01% |
$17.5K - $18.5K
|
39.1K
$854K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.7KNew |
$454K - $478K
|
20.7K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.7KNew |
$652K - $687K
|
29.7K
$650K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14.1K- 98.44% |
$310K - $327K
|
224
$4.89K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.1KNew |
$222K - $233K
|
10.1K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.18K+ 1.14% |
$25.8K - $27.2K
|
104K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
222+ 23.34% |
$4.87K - $5.12K
|
1.17K
$25.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
36New |
$789 - $831
|
36
$787
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
540+ 69.32% |
$11.8K - $12.5K
|
1.32K
$28.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-295- 0.15% |
$6.47K - $6.81K
|
191K
$4.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 1.15% |
$87.7 - $92.3
|
351
$7.67K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
3KNew |
$65.8K - $69.2K
|
3K
$65.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
27KNew |
$592K - $623K
|
27K
$590K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.1K+ 62.89% |
$112K - $118K
|
13.2K
$288K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-361- 63.56% |
$7.92K - $8.33K
|
207
$4.52K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
260+ 2.21% |
$5.7K - $6K
|
12K
$263K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13KNew |
$284K - $299K
|
13K
$283K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-690- 45.7% |
$15.1K - $15.9K
|
820
$17.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-8.9KClosed |
$195K - $205K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32+ 6.19% |
$702 - $739
|
549
$12K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-35- 6.38% |
$768 - $808
|
514
$11.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-742- 46.2% |
$16.3K - $17.1K
|
864
$18.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-52- 98.11% |
$1.14K - $1.2K
|
1
$21.9
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
23.1K+ 18.28% |
$523K - $550K
|
149K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
64New |
$1.45K - $1.52K
|
64
$1.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.32K+ 16.22% |
$52.5K - $55.2K
|
16.6K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.1K+ 45.32% |
$364K - $383K
|
51.5K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
267New |
$6.05K - $6.35K
|
267
$5.83K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4+ 0.83% |
$90.6 - $95.2
|
485
$10.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
118New |
$2.67K - $2.81K
|
118
$2.58K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
110KNew |
$2.48M - $2.61M
|
110K
$2.4M
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
649New |
$13K - $15.6K
|
649
$14.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.4KNew |
$208K - $249K
|
10.4K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.8KNew |
$36.1K - $43.3K
|
1.8K
$39.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.8KNew |
$96.3K - $115K
|
4.8K
$105K
|
|