Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.32MNew |
$79.7M - $82M
|
2.32M
$67M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
372K+ 24.39% |
$12.8M - $13.2M
|
1.9M
$54.8M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
143K+ 2726.09% |
$4.94M - $5.08M
|
149K
$4.3M
|
|
Aug 13, 2021
Q2 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
86.7KNew |
$2.98M - $3.07M
|
86.7K
$2.51M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
74.8KNew |
$2.58M - $2.65M
|
74.8K
$2.16M
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
39.2KNew |
$1.35M - $1.39M
|
39.2K
$1.13M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.5KNew |
$1.12M - $1.15M
|
32.5K
$940K
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
30.2KNew |
$1.04M - $1.07M
|
30.2K
$873K
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
25.7K+ 2.38% |
$883K - $908K
|
1.1M
$31.9M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.3K+ 46.62% |
$733K - $754K
|
67K
$1.94M
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
15.4KNew |
$529K - $544K
|
15.4K
$445K
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
13.4KNew |
$460K - $473K
|
13.4K
$386K
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
11.4K+ 9.38% |
$393K - $404K
|
133K
$3.85M
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11.1K+ 8.49% |
$381K - $392K
|
142K
$4.09M
|
|
Aug 02, 2021
Q2 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
8.45KNew |
$291K - $299K
|
8.45K
$244K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.69K+ 86.33% |
$265K - $272K
|
16.6K
$480K
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.98K+ 23.63% |
$206K - $212K
|
31.3K
$904K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5.26KNew |
$181K - $186K
|
5.26K
$152K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.6K+ 26.76% |
$158K - $163K
|
21.8K
$629K
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.26K+ 28.97% |
$147K - $151K
|
19K
$548K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.08K+ 17.67% |
$106K - $109K
|
20.5K
$592K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.78K+ 11.1% |
$61.3K - $63.1K
|
17.8K
$516K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.26K+ 108.47% |
$43.2K - $44.4K
|
2.41K
$69.7K
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
641New |
$22.1K - $22.7K
|
641
$18.5K
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
254+ 1.33% |
$8.74K - $8.99K
|
19.4K
$560K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
120+ 3000.0% |
$4.13K - $4.25K
|
124
$3.58K
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3+ 0.8% |
$103 - $106
|
378
$10.9K
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.46% |
$34.4 - $35.4
|
219
$6.33K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$34.4 - $35.4
|
1
$28.9
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-70- 0.46% |
$2.41K - $2.48K
|
15K
$434K
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-76- 0.79% |
$2.62K - $2.69K
|
9.6K
$277K
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-92- 1.31% |
$3.17K - $3.26K
|
6.93K
$200K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-305- 4.07% |
$10.5K - $10.8K
|
7.2K
$208K
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-475- 5.79% |
$16.3K - $16.8K
|
7.72K
$223K
|
|
Jul 22, 2021
Q2 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-489- 3.29% |
$16.8K - $17.3K
|
14.4K
$415K
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-623- 97.19% |
$21.4K - $22K
|
18
$520
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-653- 0.92% |
$22.5K - $23.1K
|
70.6K
$2.04M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.61K- 6.6% |
$55.3K - $56.9K
|
22.7K
$657K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.29K- 7.35% |
$78.8K - $81.1K
|
28.9K
$834K
|
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.4K- 15.05% |
$82.6K - $84.9K
|
13.6K
$392K
|
|
Jul 19, 2021
Q2 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.59K- 6.03% |
$89.3K - $91.8K
|
40.4K
$1.17M
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.19K- 16.8% |
$110K - $113K
|
15.8K
$457K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.74K- 53.31% |
$129K - $132K
|
3.28K
$94.7K
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-27.6K- 38.16% |
$950K - $977K
|
44.8K
$1.29M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46.1K- 36.23% |
$1.59M - $1.63M
|
81.2K
$2.35M
|
|
Aug 03, 2021
Q2 2021
|
Smart Money Group LLC
|
SELL
|
- |
-49.4KClosed |
$1.7M - $1.75M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-158K- 58.45% |
$5.43M - $5.58M
|
112K
$3.24M
|