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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.92K- 12.25% |
$234K - $238K
|
56.8K
$1.43M
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
SELL
|
- |
-7.92K- 19.95% |
$234K - $238K
|
31.8K
$803K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.02KClosed |
$237K - $241K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.08K- 18.64% |
$238K - $242K
|
35.3K
$891K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-8.49KClosed |
$250K - $254K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.55KClosed |
$252K - $256K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.89KClosed |
$262K - $267K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-8.97K- 31.27% |
$265K - $269K
|
19.7K
$498K
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-8.99K- 0.81% |
$265K - $269K
|
1.11M
$28M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.06K- 52.08% |
$267K - $272K
|
8.34K
$210K
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-9.91K- 7.55% |
$292K - $297K
|
121K
$3.06M
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-9.93KClosed |
$293K - $298K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-10.3K- 3.61% |
$303K - $308K
|
275K
$6.93M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.7K- 30.93% |
$317K - $322K
|
24K
$606K
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-11.7K- 1.23% |
$344K - $350K
|
935K
$23.6M
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-12.4K- 3.66% |
$366K - $372K
|
326K
$8.24M
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-12.6KClosed |
$372K - $378K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-12.8K- 5.58% |
$376K - $382K
|
216K
$5.45M
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-13.2KClosed |
$389K - $395K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-13.3KClosed |
$393K - $399K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-14.8KClosed |
$436K - $443K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.6K- 33.45% |
$460K - $467K
|
31K
$783K
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-16.9K- 9.39% |
$497K - $505K
|
163K
$4.11M
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-17KClosed |
$502K - $510K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
SELL
|
- |
-18.4K- 1.95% |
$543K - $551K
|
923K
$23.3M
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-21.8KClosed |
$644K - $654K
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-22.2K- 17.57% |
$654K - $664K
|
104K
$2.62M
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-25K- 10.38% |
$736K - $748K
|
216K
$5.44M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-28.3K- 1.56% |
$834K - $848K
|
1.78M
$45.1M
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-28.7K- 58.54% |
$846K - $859K
|
20.3K
$513K
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-28.9K- 18.5% |
$851K - $865K
|
127K
$3.21M
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-28.9K- 10.6% |
$853K - $867K
|
244K
$6.16M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-31.1K- 54.81% |
$918K - $933K
|
25.7K
$648K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31.6K- 66.37% |
$932K - $948K
|
16K
$404K
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-31.9K- 26.08% |
$940K - $956K
|
90.3K
$2.28M
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-36.9K- 0.27% |
$1.09M - $1.11M
|
13.5M
$342M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-41.4K- 45.45% |
$1.22M - $1.24M
|
49.7K
$1.25M
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-42.8K- 7.27% |
$1.26M - $1.28M
|
546K
$13.8M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-51.2K- 12.59% |
$1.51M - $1.53M
|
355K
$8.97M
|
|
Feb 14, 2022
Q4 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-51.6K- 75.45% |
$1.52M - $1.55M
|
16.8K
$424K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-55.6K- 3.17% |
$1.64M - $1.67M
|
1.7M
$42.8M
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-60.4K- 4.08% |
$1.78M - $1.81M
|
1.42M
$35.8M
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-65.6K- 2.17% |
$1.93M - $1.97M
|
2.95M
$74.5M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-67.1K- 8.24% |
$1.98M - $2.01M
|
747K
$18.9M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-79.8K- 1.1% |
$2.35M - $2.39M
|
7.2M
$182M
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-83.6KClosed |
$2.47M - $2.51M
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-86.7K- 24.72% |
$2.56M - $2.6M
|
264K
$6.67M
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-91.9K- 42.33% |
$2.71M - $2.76M
|
125K
$3.16M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-102K- 24.49% |
$3.02M - $3.07M
|
315K
$7.96M
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-117K- 90.47% |
$3.44M - $3.5M
|
12.3K
$310K
|