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 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-655- 4.13% |
$19.3K - $19.6K
|
15.2K
$383K
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-717- 1.68% |
$21.2K - $21.5K
|
42K
$1.06M
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-717- 1.68% |
$21.2K - $21.5K
|
42K
$1.06M
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-746- 4.6% |
$22K - $22.4K
|
15.5K
$390K
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-777- 1.55% |
$22.9K - $23.3K
|
49.3K
$1.24M
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-896- 6.34% |
$26.4K - $26.9K
|
13.2K
$333K
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-939- 12.38% |
$27.7K - $28.2K
|
6.65K
$168K
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-956- 9.32% |
$28.2K - $28.7K
|
9.3K
$234K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.12K- 7.91% |
$33.1K - $33.6K
|
13.1K
$329K
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.19K- 14.44% |
$35.1K - $35.6K
|
7.04K
$178K
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-1.21K- 0.84% |
$35.8K - $36.4K
|
144K
$3.63M
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.23K- 2.29% |
$36.3K - $36.9K
|
52.5K
$1.32M
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.42K- 16.02% |
$42K - $42.7K
|
7.46K
$188K
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.72K- 9.87% |
$50.7K - $51.5K
|
15.7K
$396K
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.86K- 13.15% |
$54.8K - $55.6K
|
12.3K
$309K
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.86K- 3.41% |
$54.8K - $55.6K
|
52.5K
$1.32M
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.03KClosed |
$59.9K - $60.9K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.12K- 15.37% |
$62.5K - $63.5K
|
11.7K
$294K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.12K- 11.86% |
$62.7K - $63.7K
|
15.8K
$398K
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.27K- 1.11% |
$67.1K - $68.2K
|
203K
$5.11M
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.42K- 15.66% |
$71.3K - $72.5K
|
13K
$328K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.5K- 3.68% |
$73.8K - $75K
|
65.4K
$1.65M
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-2.51K- 28.09% |
$73.9K - $75.1K
|
6.41K
$162K
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.6KClosed |
$76.7K - $77.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3K- 14.81% |
$88.4K - $89.9K
|
17.2K
$435K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.26K- 25.73% |
$96.1K - $97.6K
|
9.4K
$237K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.41K- 78.43% |
$101K - $102K
|
938
$23.6K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.47KClosed |
$102K - $104K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.54K- 51.73% |
$105K - $106K
|
3.31K
$83.4K
|
|
Feb 13, 2025
Q4 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.65K- 7.69% |
$108K - $109K
|
43.8K
$1.1M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.69K- 11.55% |
$109K - $111K
|
28.3K
$713K
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.01K- 17.66% |
$118K - $120K
|
18.7K
$472K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.28K- 5.84% |
$126K - $128K
|
69K
$1.74M
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.69K- 1.96% |
$138K - $141K
|
235K
$5.92M
|
|
Jan 27, 2022
Q4 2021
|
Brown Financial Advisory
|
SELL
|
- |
-4.78K- 6.14% |
$141K - $143K
|
73K
$1.84M
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.87K- 17.29% |
$144K - $146K
|
23.3K
$587K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.36K- 4.2% |
$158K - $161K
|
122K
$3.09M
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-5.61K- 40.62% |
$166K - $168K
|
8.2K
$207K
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5.62K- 37.19% |
$166K - $168K
|
9.49K
$239K
|
|
Jan 20, 2022
Q4 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-5.69K- 43.23% |
$168K - $171K
|
7.47K
$188K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.76K- 3.09% |
$170K - $173K
|
181K
$4.55M
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.77K- 3.49% |
$170K - $173K
|
160K
$4.03M
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-6.24K- 6.01% |
$184K - $187K
|
97.5K
$2.46M
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.35K- 32.64% |
$187K - $190K
|
13.1K
$331K
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6.52K- 1.8% |
$192K - $195K
|
355K
$8.94M
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.7K- 5.06% |
$198K - $201K
|
126K
$3.17M
|
|
Feb 16, 2022
Q4 2021
|
Aldebaran Financial Inc.
|
SELL
|
- |
-6.8K- 29.17% |
$201K - $204K
|
16.5K
$416K
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-6.84K- 0.98% |
$202K - $205K
|
694K
$17.5M
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-7.01K- 2.26% |
$207K - $210K
|
303K
$7.63M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.01KClosed |
$207K - $210K
|
0
$0
|