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 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-42KClosed |
$1.25M - $1.28M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-44.4K- 68.8% |
$1.32M - $1.35M
|
20.1K
$512K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-45.9K- 43.11% |
$1.37M - $1.39M
|
60.6K
$1.54M
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-45.9K- 67.79% |
$1.37M - $1.39M
|
21.8K
$555K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-47.5KClosed |
$1.42M - $1.44M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-52.9K- 57.52% |
$1.58M - $1.6M
|
39.1K
$994K
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-54.8K- 5.5% |
$1.64M - $1.66M
|
943K
$24M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-59.4KClosed |
$1.77M - $1.8M
|
0
$0
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-66.7K- 89.26% |
$1.99M - $2.02M
|
8.02K
$204K
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-70.3K- 6.95% |
$2.1M - $2.13M
|
940K
$23.9M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-72.1K- 90.05% |
$2.15M - $2.19M
|
7.97K
$203K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-75.3K- 4.12% |
$2.25M - $2.28M
|
1.75M
$44.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-79K- 78.63% |
$2.36M - $2.4M
|
21.5K
$546K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-79.3K- 39.95% |
$2.37M - $2.41M
|
119K
$3.03M
|
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-79.6K- 55.68% |
$2.37M - $2.41M
|
63.4K
$1.61M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-89.4K- 60.87% |
$2.67M - $2.71M
|
57.5K
$1.46M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-121K- 49.07% |
$3.62M - $3.68M
|
126K
$3.21M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-128K- 5.6% |
$3.81M - $3.88M
|
2.15M
$54.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-131K- 16.84% |
$3.9M - $3.97M
|
646K
$16.4M
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-136K- 33.23% |
$4.05M - $4.12M
|
273K
$6.94M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-140K- 25.71% |
$4.16M - $4.23M
|
403K
$10.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-142K- 49.55% |
$4.25M - $4.32M
|
145K
$3.69M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-156K- 81.81% |
$4.66M - $4.74M
|
34.7K
$884K
|
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-303K- 38.62% |
$9.03M - $9.18M
|
481K
$12.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-350KClosed |
$10.4M - $10.6M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-492K- 97.4% |
$14.7M - $14.9M
|
13.2K
$335K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-640K- 88.28% |
$19.1M - $19.4M
|
85K
$2.16M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-1.17M- 96.68% |
$34.9M - $35.5M
|
40.2K
$1.02M
|
|
|
Feb 04, 2022
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.56M- 93.41% |
$76.2M - $77.5M
|
180K
$4.59M
|
|
|
Nov 02, 2021
Q3 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-4.06M- 35.91% |
$121M - $123M
|
7.25M
$184M
|
|
|
Oct 07, 2021
Q3 2021
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-15.1M- 96.63% |
$450M - $458M
|
526K
$13.4M
|