Purchases and Sales Made in Q4 2021 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
2.84M+ 1574.65% |
$83.8M - $85.1M
|
3.02M
$76.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.13M+ 70.18% |
$33.3M - $33.8M
|
2.74M
$69.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
774K+ 10.9% |
$22.8M - $23.2M
|
7.87M
$199M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
664K+ 4353.51% |
$19.6M - $19.9M
|
679K
$17.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
549K+ 8.94% |
$16.2M - $16.5M
|
6.7M
$169M
|
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
495KNew |
$14.6M - $14.8M
|
495K
$12.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
470K+ 15.28% |
$13.9M - $14.1M
|
3.54M
$89.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
375KNew |
$11.1M - $11.2M
|
375K
$9.47M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
341K+ 57.22% |
$10.1M - $10.2M
|
937K
$23.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
332K+ 12.6% |
$9.79M - $9.95M
|
2.97M
$74.9M
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
321K+ 4.43% |
$9.48M - $9.63M
|
7.57M
$191M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
289KNew |
$8.53M - $8.67M
|
289K
$7.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
287KNew |
$8.47M - $8.61M
|
287K
$7.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
269K+ 1777.31% |
$7.93M - $8.06M
|
284K
$7.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
246K+ 18.27% |
$7.26M - $7.38M
|
1.59M
$40.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
245KNew |
$7.24M - $7.36M
|
245K
$6.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
241KNew |
$7.11M - $7.22M
|
241K
$6.08M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
240K+ 3.23% |
$7.08M - $7.2M
|
7.68M
$194M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
234KNew |
$6.91M - $7.02M
|
234K
$5.91M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
213K+ 11.68% |
$6.28M - $6.38M
|
2.03M
$51.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
209KNew |
$6.18M - $6.28M
|
209K
$5.29M
|
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
197KNew |
$5.81M - $5.9M
|
197K
$4.97M
|
|
|
Sep 28, 2022
Q4 2021
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
188KNew |
$5.54M - $5.63M
|
188K
$4.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
182K+ 9.71% |
$5.36M - $5.45M
|
2.05M
$51.8M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
179K+ 25556.98% |
$5.29M - $5.38M
|
180K
$4.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
178KNew |
$5.26M - $5.35M
|
178K
$4.5M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
172K+ 471.91% |
$5.08M - $5.17M
|
209K
$5.27M
|
|
|
Oct 23, 2024
Q4 2021
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
159KNew |
$4.7M - $4.77M
|
159K
$4.02M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
156K+ 5144.5% |
$4.6M - $4.68M
|
159K
$4.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
151K+ 23.59% |
$4.47M - $4.54M
|
794K
$20M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
150K+ 261.3% |
$4.43M - $4.5M
|
208K
$5.24M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
144K+ 4.99% |
$4.24M - $4.31M
|
3.03M
$76.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
142K+ 119.13% |
$4.19M - $4.26M
|
261K
$6.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
127K+ 21.41% |
$3.73M - $3.79M
|
718K
$18.1M
|
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
112KNew |
$3.3M - $3.35M
|
112K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
110K+ 33.96% |
$3.24M - $3.29M
|
433K
$10.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
108KNew |
$3.17M - $3.23M
|
108K
$2.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
102KNew |
$3M - $3.05M
|
102K
$2.57M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
97K+ 29.76% |
$2.86M - $2.91M
|
423K
$10.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
97K+ 1125.39% |
$2.86M - $2.91M
|
106K
$2.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
87.5K+ 407.39% |
$2.58M - $2.62M
|
109K
$2.75M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
84.9KNew |
$2.51M - $2.55M
|
84.9K
$2.14M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
84KNew |
$2.48M - $2.52M
|
84K
$2.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
83.9K+ 14.3% |
$2.47M - $2.51M
|
671K
$16.9M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
81.3K+ 20.17% |
$2.4M - $2.44M
|
484K
$12.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
80.8KNew |
$2.38M - $2.42M
|
80.8K
$2.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
80.4K+ 54.04% |
$2.37M - $2.41M
|
229K
$5.79M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
71K+ 4.67% |
$2.09M - $2.13M
|
1.59M
$40.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
69.2K+ 19.03% |
$2.04M - $2.08M
|
433K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
65K+ 12999.6% |
$1.92M - $1.95M
|
65.5K
$1.65M
|