Latest Institutional Purchases of Spdr Portfolio Long Term Corpo (SPLB)
This list provides information on the latest institutional transactions involving Spdr Portfolio Long Term Corpo (SPLB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
260+ 2.21% |
$5.7K - $6K
|
12K
$268K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
222+ 23.34% |
$4.87K - $5.12K
|
1.17K
$26.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
36New |
$789 - $831
|
36
$804
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32+ 6.19% |
$702 - $739
|
549
$12.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 1.15% |
$87.7 - $92.3
|
351
$7.84K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 2.44% |
$21.9 - $23.1
|
42
$938
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$21.9 - $23.1
|
1
$22.3
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
110KNew |
$2.48M - $2.61M
|
110K
$2.45M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
23.1K+ 18.28% |
$523K - $550K
|
149K
$3.34M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.1K+ 45.32% |
$364K - $383K
|
51.5K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.8KNew |
$334K - $351K
|
14.8K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.32K+ 16.22% |
$52.5K - $55.2K
|
16.6K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
267New |
$6.05K - $6.35K
|
267
$5.96K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
118New |
$2.67K - $2.81K
|
118
$2.63K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
64New |
$1.45K - $1.52K
|
64
$1.43K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4+ 0.83% |
$90.6 - $95.2
|
485
$10.8K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
64.4K+ 398.21% |
$1.29M - $1.55M
|
80.6K
$1.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
64.1K+ 106.8% |
$1.29M - $1.54M
|
124K
$2.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
46.3KNew |
$928K - $1.11M
|
46.3K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
16.8KNew |
$338K - $405K
|
16.8K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.4KNew |
$208K - $249K
|
10.4K
$231K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.8KNew |
$96.3K - $115K
|
4.8K
$107K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
2.3KNew |
$46.2K - $55.3K
|
2.3K
$51.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.8KNew |
$36.1K - $43.3K
|
1.8K
$40.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.36K+ 1.01% |
$27.3K - $32.7K
|
136K
$3.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.27KNew |
$25.4K - $30.4K
|
1.27K
$28.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
722New |
$14.5K - $17.4K
|
722
$16.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
649New |
$13K - $15.6K
|
649
$14.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
336New |
$6.74K - $8.08K
|
336
$7.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
197New |
$3.95K - $4.74K
|
197
$4.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.3KNew |
$219K - $240K
|
10.3K
$230K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
493New |
$10.5K - $11.5K
|
493
$11K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
208New |
$4.42K - $4.85K
|
208
$4.64K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
109New |
$2.32K - $2.54K
|
109
$2.43K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.1KNew |
$789K - $837K
|
35.1K
$783K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15KNew |
$337K - $358K
|
15K
$335K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
2.35K+ 3.75% |
$52.9K - $56.1K
|
65.1K
$1.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.04K+ 12.94% |
$45.9K - $48.7K
|
17.8K
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
608New |
$13.7K - $14.5K
|
608
$13.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
116New |
$2.61K - $2.77K
|
116
$2.59K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
84New |
$1.89K - $2K
|
84
$1.88K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1MNew |
$22.4M - $24.4M
|
1M
$22.3M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
42.9KNew |
$960K - $1.05M
|
42.9K
$958K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.55K+ 9.49% |
$34.6K - $37.7K
|
17.8K
$399K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
559New |
$12.5K - $13.6K
|
559
$12.5K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
360New |
$8.05K - $8.78K
|
360
$8.04K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
117KNew |
$2.4M - $2.81M
|
117K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
83.8KNew |
$1.72M - $2.02M
|
83.8K
$1.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
35.2KNew |
$723K - $846K
|
35.2K
$785K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
31.7K+ 55.92% |
$653K - $764K
|
88.5K
$1.98M
|
|