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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.7K+ 5.04% |
$350K - $356K
|
245K
$6.18M
|
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
11.7K+ 6.77% |
$349K - $355K
|
185K
$4.66M
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
11.6K+ 3.41% |
$345K - $351K
|
351K
$8.86M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11K+ 5.75% |
$327K - $332K
|
201K
$5.09M
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
10.8K+ 4.33% |
$322K - $327K
|
260K
$6.56M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9.25K+ 1321.43% |
$276K - $281K
|
9.95K
$251K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
9KNew |
$268K - $273K
|
9K
$227K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
8.9K+ 0.79% |
$266K - $270K
|
1.14M
$28.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.89KNew |
$265K - $270K
|
8.89K
$224K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
8.77K+ 9.27% |
$262K - $266K
|
103K
$2.61M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
8.7K+ 4.87% |
$260K - $264K
|
187K
$4.73M
|
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
8.62KNew |
$257K - $261K
|
8.62K
$218K
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
8.61K+ 2.86% |
$257K - $261K
|
310K
$7.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.45K+ 4.75% |
$252K - $256K
|
186K
$4.71M
|
|
|
Oct 29, 2021
Q3 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
8.1KNew |
$242K - $246K
|
8.1K
$205K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.72KNew |
$230K - $234K
|
7.72K
$195K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.52KNew |
$224K - $228K
|
7.52K
$190K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.48K+ 30.52% |
$223K - $227K
|
32K
$808K
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
7.26K+ 81.0% |
$217K - $220K
|
16.2K
$410K
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
7.07K+ 105.48% |
$211K - $214K
|
13.8K
$348K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.01KNew |
$209K - $213K
|
7.01K
$177K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.69K+ 12.02% |
$199K - $203K
|
62.3K
$1.57M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.8K+ 1.99% |
$173K - $176K
|
297K
$7.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
5.75K+ 25.04% |
$171K - $174K
|
28.7K
$725K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.59K+ 20.59% |
$167K - $170K
|
32.7K
$826K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.3K+ 5.61% |
$158K - $161K
|
99.8K
$2.52M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.23K+ 4.11% |
$156K - $159K
|
132K
$3.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
4.9K+ 4.56% |
$146K - $149K
|
112K
$2.84M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.47K+ 3.82% |
$133K - $136K
|
122K
$3.07M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
3.92K+ 18.25% |
$117K - $119K
|
25.4K
$641K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
3.85KNew |
$115K - $117K
|
3.85K
$97.1K
|
|
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.33K+ 13.75% |
$99.4K - $101K
|
27.6K
$696K
|
|
|
Nov 15, 2021
Q3 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
3.33K+ 0.35% |
$99.3K - $101K
|
947K
$23.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.89K+ 30.09% |
$86.3K - $87.7K
|
12.5K
$316K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.83K+ 1.68% |
$84.4K - $85.8K
|
171K
$4.31M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.8K+ 8.0% |
$83.6K - $85K
|
37.8K
$954K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.58K+ 24.8% |
$76.8K - $78.1K
|
13K
$327K
|
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2.52K+ 3.9% |
$75.2K - $76.4K
|
67.1K
$1.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.5K+ 0.31% |
$74.7K - $75.9K
|
814K
$20.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.44K+ 4.5% |
$72.8K - $74.1K
|
56.8K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
2.31K+ 1.85% |
$68.8K - $70K
|
127K
$3.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Financial Advisory
|
BUY
|
- |
2.17K+ 2.86% |
$64.6K - $65.7K
|
77.8K
$1.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.06K+ 1.72% |
$61.6K - $62.6K
|
122K
$3.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
2.06KNew |
$61.5K - $62.5K
|
2.06K
$52K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.03KNew |
$60.6K - $61.6K
|
2.03K
$51.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
1.97K+ 0.97% |
$58.9K - $59.8K
|
205K
$5.18M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.85K+ 4.91% |
$55.1K - $56K
|
39.4K
$996K
|
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.65K+ 13.57% |
$49.2K - $50.1K
|
13.8K
$349K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.64KNew |
$48.9K - $49.7K
|
1.64K
$41.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.6K+ 4.85% |
$47.7K - $48.5K
|
34.6K
$873K
|