Purchases and Sales Made in Q3 2021 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q3 2021. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO AGGREGATE BOND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54.2K+ 9.0% |
$1.62M - $1.64M
|
656K
$16.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
52.7K+ 62.2% |
$1.57M - $1.6M
|
137K
$3.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
52.1K+ 2.95% |
$1.55M - $1.58M
|
1.82M
$45.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
51.6KNew |
$1.54M - $1.56M
|
51.6K
$1.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
51.3K+ 14.49% |
$1.53M - $1.56M
|
405K
$10.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
51.3K+ 5.76% |
$1.53M - $1.55M
|
941K
$23.8M
|
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
49KNew |
$1.46M - $1.49M
|
49K
$1.24M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
47.9K+ 28.81% |
$1.43M - $1.45M
|
214K
$5.41M
|
|
|
Oct 20, 2021
Q3 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
45.8K+ 116.75% |
$1.37M - $1.39M
|
85K
$2.15M
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
44.6K+ 3.18% |
$1.33M - $1.35M
|
1.45M
$36.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
44.1K+ 93.75% |
$1.32M - $1.34M
|
91.1K
$2.3M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
43.9K+ 9.22% |
$1.31M - $1.33M
|
520K
$13.1M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
41.8K+ 6.07% |
$1.25M - $1.27M
|
730K
$18.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
41.4K+ 3.85% |
$1.24M - $1.26M
|
1.12M
$28.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.6K+ 4.55% |
$1.21M - $1.23M
|
935K
$23.6M
|
|
|
Oct 07, 2021
Q3 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
37.5K+ 3.3% |
$1.12M - $1.14M
|
1.17M
$29.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37.2K+ 113.75% |
$1.11M - $1.13M
|
69.8K
$1.76M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
34.9K+ 2213.05% |
$1.04M - $1.06M
|
36.5K
$922K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.7K+ 42.28% |
$1.03M - $1.05M
|
117K
$2.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.3K+ 4.18% |
$935K - $950K
|
780K
$19.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
30.9K+ 62.39% |
$921K - $936K
|
80.4K
$2.03M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
29.4K+ 8.79% |
$877K - $892K
|
364K
$9.18M
|
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
26.7K+ 2.3% |
$795K - $809K
|
1.19M
$29.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
25K+ 4.06% |
$747K - $760K
|
642K
$16.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
24.9KNew |
$742K - $754K
|
24.9K
$628K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
23.8K+ 3.27% |
$709K - $720K
|
750K
$18.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
22.5K+ 29.29% |
$672K - $683K
|
99.4K
$2.51M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
22.3K+ 14.2% |
$666K - $677K
|
180K
$4.53M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
20.1K+ 6.24% |
$600K - $610K
|
342K
$8.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20K+ 20.84% |
$595K - $605K
|
116K
$2.92M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
19.5K+ 2.86% |
$582K - $591K
|
701K
$17.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
19.4KNew |
$579K - $588K
|
19.4K
$490K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
18.8K+ 9.89% |
$561K - $570K
|
209K
$5.28M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
18.6K+ 75.1% |
$555K - $564K
|
43.4K
$1.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.2K+ 3.22% |
$543K - $552K
|
584K
$14.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
17KNew |
$508K - $516K
|
17K
$430K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
16.8K+ 8.37% |
$502K - $511K
|
218K
$5.51M
|
|
|
Feb 15, 2022
Q3 2021
|
Awm Capital, LLC
|
BUY
|
- |
16.1KNew |
$480K - $488K
|
16.1K
$406K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16K+ 12.41% |
$478K - $486K
|
145K
$3.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
16K+ 28.91% |
$477K - $485K
|
71.3K
$1.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
15.8K+ 7.42% |
$471K - $479K
|
229K
$5.77M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.2K+ 4.86% |
$454K - $461K
|
328K
$8.29M
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
15.1KNew |
$451K - $459K
|
15.1K
$382K
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
14.4K+ 2.52% |
$431K - $438K
|
587K
$14.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.1K+ 1.66% |
$421K - $428K
|
866K
$21.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13.2KNew |
$393K - $400K
|
13.2K
$333K
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12.9K+ 10.22% |
$386K - $392K
|
139K
$3.52M
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
12.6KNew |
$376K - $383K
|
12.6K
$318K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.4K+ 4.87% |
$369K - $375K
|
266K
$6.71M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
12.2K+ 3.5% |
$364K - $370K
|
361K
$9.12M
|