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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.27KNew |
$25.4K - $30.4K
|
1.27K
$27.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-22.4K- 15.39% |
$450K - $539K
|
123K
$2.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.36K+ 1.01% |
$27.3K - $32.7K
|
136K
$2.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
46.3KNew |
$928K - $1.11M
|
46.3K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
722New |
$14.5K - $17.4K
|
722
$15.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
16.8KNew |
$338K - $405K
|
16.8K
$368K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
197New |
$3.95K - $4.74K
|
197
$4.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
64.1K+ 106.8% |
$1.29M - $1.54M
|
124K
$2.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
2.3KNew |
$46.2K - $55.3K
|
2.3K
$50.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
64.4K+ 398.21% |
$1.29M - $1.55M
|
80.6K
$1.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
336New |
$6.74K - $8.08K
|
336
$7.34K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
493New |
$10.5K - $11.5K
|
493
$10.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.3KNew |
$219K - $240K
|
10.3K
$225K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-367- 97.61% |
$7.8K - $8.57K
|
9
$197
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
208New |
$4.42K - $4.85K
|
208
$4.54K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
109New |
$2.32K - $2.54K
|
109
$2.38K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-14.9KClosed |
$336K - $356K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15KNew |
$337K - $358K
|
15K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.1KNew |
$789K - $837K
|
35.1K
$767K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-661- 7.01% |
$14.9K - $15.8K
|
8.77K
$192K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
608New |
$13.7K - $14.5K
|
608
$13.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-17- 21.52% |
$382 - $406
|
62
$1.35K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
2.35K+ 3.75% |
$52.9K - $56.1K
|
65.1K
$1.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.04K+ 12.94% |
$45.9K - $48.7K
|
17.8K
$389K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
116New |
$2.61K - $2.77K
|
116
$2.53K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
84New |
$1.89K - $2K
|
84
$1.84K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.56K- 7.67% |
$35.1K - $37.2K
|
18.8K
$410K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
360New |
$8.05K - $8.78K
|
360
$7.87K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-155- 8.82% |
$3.47K - $3.78K
|
1.6K
$35K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
42.9KNew |
$960K - $1.05M
|
42.9K
$938K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1MNew |
$22.4M - $24.4M
|
1M
$21.9M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.76K- 43.05% |
$61.7K - $67.3K
|
3.65K
$79.8K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.55K+ 9.49% |
$34.6K - $37.7K
|
17.8K
$390K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-144- 33.96% |
$3.22K - $3.51K
|
280
$6.12K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
559New |
$12.5K - $13.6K
|
559
$12.2K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2025
Q4 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-16KClosed |
$328K - $384K
|
0
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
232New |
$4.77K - $5.58K
|
232
$5.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
83.8KNew |
$1.72M - $2.02M
|
83.8K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.8KNew |
$221K - $259K
|
10.8K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.37K+ 72.82% |
$28.2K - $33K
|
3.26K
$71.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
35.2KNew |
$723K - $846K
|
35.2K
$768K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
154New |
$3.17K - $3.71K
|
154
$3.36K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
31.7K+ 55.92% |
$653K - $764K
|
88.5K
$1.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
117KNew |
$2.4M - $2.81M
|
117K
$2.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.37K- 98.56% |
$28.1K - $32.9K
|
20
$437
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-46- 59.74% |
$946 - $1.11K
|
31
$677
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.25K- 12.09% |
$25.7K - $30.1K
|
9.09K
$199K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.86% |
$20.6 - $24.1
|
36
$787
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-269Closed |
$5.78K - $6.83K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6+ 1.73% |
$129 - $152
|
353
$7.71K
|
|