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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.23KClosed |
$101K - $105K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-6.38KClosed |
$200K - $208K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-887Closed |
$27.8K - $28.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-481Closed |
$14.4K - $15.3K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.29KClosed |
$38.7K - $41.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-134KClosed |
$4.02M - $4.27M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1KClosed |
$30K - $31.9K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
SELL
|
- |
-12.1KClosed |
$362K - $384K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-375KClosed |
$11.1M - $12.3M
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-21.1KClosed |
$623K - $693K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.4KClosed |
$426K - $474K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-667Closed |
$19.7K - $21.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-10.3KClosed |
$302K - $337K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.87KClosed |
$84.6K - $94.2K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.2KClosed |
$358K - $399K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-73Closed |
$2.15K - $2.4K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.9KClosed |
$587K - $654K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-6.18KClosed |
$182K - $203K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-8Closed |
$236 - $263
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-15.9KClosed |
$468K - $521K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
SELL
|
- |
-400Closed |
$11.8K - $13.1K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-13.3KClosed |
$392K - $436K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Western Financial Corporation
|
SELL
|
- |
-9.6KClosed |
$283K - $315K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-101KClosed |
$2.97M - $3.3M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.9KClosed |
$322K - $359K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
SELL
|
- |
-51.9KClosed |
$1.53M - $1.7M
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19.9KClosed |
$587K - $653K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-8.44KClosed |
$249K - $277K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-7.8KClosed |
$230K - $256K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-17.9KClosed |
$529K - $589K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-47.8KClosed |
$1.5M - $1.59M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1MNew |
$31.4M - $33.3M
|
1M
$22.7M
|
|
|
Feb 16, 2021
Q4 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-16.7KClosed |
$526K - $557K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.69KClosed |
$273K - $289K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.37KClosed |
$263K - $279K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-28.4KClosed |
$892K - $945K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19Closed |
$603 - $638
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.1KClosed |
$352K - $372K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19+ 0.46% |
$531 - $602
|
4.12K
$93.5K
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-49Closed |
$1.37K - $1.55K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
568New |
$15.9K - $18K
|
568
$12.9K
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-90Closed |
$2.52K - $2.85K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Kemper Corp
|
SELL
|
- |
-1.69MClosed |
$39.7M - $55.1M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-46.7KClosed |
$1.1M - $1.52M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Providence First Trust CO
|
SELL
|
- |
-242KClosed |
$5.68M - $7.88M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
CALL |
-18.4KClosed |
$431K - $598K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-39.7KClosed |
$930K - $1.29M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-13KClosed |
$304K - $423K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-5.27KClosed |
$123K - $171K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-154KClosed |
$3.6M - $5M
|
0
$0
|
|