Purchases and Sales Made in Q1 2021 in Spdr Ser Tr Spdr Portfolio Cor (SPBO)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Cor (SPBO) during Q1 2021. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO COR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
54.9K+ 25.55% |
$1.87M - $1.98M
|
270K
$7.8M
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
53.8K+ 289.99% |
$1.83M - $1.94M
|
72.4K
$2.09M
|
|
Apr 26, 2021
Q1 2021
|
Smart Money Group LLC
|
BUY
|
- |
49.4KNew |
$1.68M - $1.78M
|
49.4K
$1.43M
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
45.7KNew |
$1.56M - $1.65M
|
45.7K
$1.32M
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45.3K+ 53.14% |
$1.54M - $1.63M
|
130K
$3.77M
|
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
24.9KNew |
$848K - $898K
|
24.9K
$720K
|
|
Apr 27, 2021
Q1 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
21.9K+ 21.92% |
$746K - $790K
|
122K
$3.52M
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19KNew |
$647K - $686K
|
19K
$549K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.1K+ 107.0% |
$549K - $581K
|
31.2K
$900K
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
14.7KNew |
$501K - $531K
|
14.7K
$425K
|
|
Apr 27, 2021
Q1 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
9.83K+ 29.59% |
$335K - $355K
|
43K
$1.24M
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.11K+ 31.81% |
$208K - $220K
|
25.3K
$731K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.83K+ 31.48% |
$199K - $210K
|
24.4K
$704K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.27K+ 32.44% |
$145K - $154K
|
17.4K
$503K
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2K+ 32.27% |
$68.1K - $72.2K
|
8.2K
$237K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.97K+ 12.93% |
$67K - $70.9K
|
17.2K
$496K
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.6K+ 11.85% |
$54.5K - $57.7K
|
15.1K
$436K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.28K+ 20.58% |
$43.6K - $46.2K
|
7.5K
$217K
|
|
Apr 08, 2021
Q1 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.22K+ 8.27% |
$41.5K - $43.9K
|
16K
$461K
|
|
May 12, 2021
Q1 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
258+ 1.77% |
$8.79K - $9.31K
|
14.8K
$429K
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
125+ 33.33% |
$4.26K - $4.51K
|
500
$14.5K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
109+ 1.58% |
$3.71K - $3.93K
|
7.02K
$203K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4New |
$136 - $144
|
4
$116
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.46% |
$34.1 - $36.1
|
218
$6.3K
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.27% |
$34.1 - $36.1
|
375
$10.8K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$34.1 - $36.1
|
0
$0
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 3.34% |
$1.36K - $1.44K
|
1.16K
$33.4K
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-422- 5.67% |
$14.4K - $15.2K
|
7.02K
$203K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-442- 0.62% |
$15.1K - $15.9K
|
71.2K
$2.06M
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.03K- 6.03% |
$35.1K - $37.2K
|
16.1K
$464K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.01K- 25.27% |
$103K - $109K
|
8.91K
$257K
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.5K- 31.74% |
$153K - $162K
|
9.68K
$280K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.64KClosed |
$192K - $204K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Eclectic Associates Inc
|
SELL
|
- |
-7.27K- 12.0% |
$248K - $262K
|
53.3K
$1.54M
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.84K- 29.07% |
$267K - $283K
|
19.1K
$553K
|
|
May 17, 2021
Q1 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-9.52K- 0.88% |
$324K - $344K
|
1.08M
$31.1M
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.87KClosed |
$336K - $356K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-37.6KClosed |
$1.28M - $1.36M
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-74KClosed |
$2.52M - $2.67M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-206K- 11.91% |
$7.02M - $7.44M
|
1.52M
$44M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-213K- 62.58% |
$7.25M - $7.68M
|
127K
$3.68M
|