Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
591K+ 636.72% |
$20.5M - $21M
|
684K
$19.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
312K+ 1052.95% |
$10.8M - $11.1M
|
342K
$9.8M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
239KNew |
$8.27M - $8.48M
|
239K
$6.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
237K+ 765.49% |
$8.2M - $8.41M
|
268K
$7.69M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
173KNew |
$5.99M - $6.14M
|
173K
$4.97M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
135KNew |
$4.67M - $4.79M
|
135K
$3.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
88.5K+ 934.65% |
$3.06M - $3.14M
|
97.9K
$2.81M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
83.8KNew |
$2.9M - $2.97M
|
83.8K
$2.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
80.8K+ 401.28% |
$2.8M - $2.87M
|
101K
$2.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
70.9K+ 996.65% |
$2.45M - $2.51M
|
78K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.2K+ 341.28% |
$2.02M - $2.07M
|
75.3K
$2.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.4KNew |
$566K - $580K
|
16.4K
$469K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
12.5KNew |
$434K - $445K
|
12.5K
$360K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
12.1KNew |
$418K - $428K
|
12.1K
$346K
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
12KNew |
$416K - $427K
|
12K
$345K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.4KNew |
$393K - $403K
|
11.4K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11KNew |
$379K - $389K
|
11K
$314K
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
8.65K+ 16.77% |
$299K - $307K
|
60.2K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.36KNew |
$255K - $261K
|
7.36K
$211K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.21K+ 39.06% |
$250K - $256K
|
25.7K
$736K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.09K+ 32.69% |
$211K - $216K
|
24.7K
$709K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.81KNew |
$201K - $206K
|
5.81K
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.32K+ 18.93% |
$184K - $189K
|
33.4K
$959K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
5.18K+ 5.54% |
$179K - $184K
|
98.6K
$2.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.8K+ 21.12% |
$166K - $170K
|
27.5K
$790K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.66K+ 4.74% |
$127K - $130K
|
80.8K
$2.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.55K+ 4.09% |
$123K - $126K
|
90.5K
$2.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.92K+ 17.02% |
$101K - $104K
|
20.1K
$576K
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.96K+ 7.02% |
$67.7K - $69.4K
|
29.8K
$856K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.03K+ 662.58% |
$35.5K - $36.4K
|
1.18K
$33.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
1.01K+ 7.53% |
$34.8K - $35.7K
|
14.4K
$412K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
982New |
$34K - $34.8K
|
982
$28.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
970+ 3.9% |
$33.6K - $34.4K
|
25.9K
$742K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
934+ 94.92% |
$32.3K - $33.1K
|
1.92K
$55K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
678+ 0.56% |
$23.5K - $24.1K
|
122K
$3.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
676New |
$23.4K - $24K
|
676
$19.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
550+ 2.82% |
$19K - $19.5K
|
20K
$575K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
450+ 11.9% |
$15.6K - $16K
|
4.23K
$121K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
397New |
$13.7K - $14.1K
|
397
$11.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
154New |
$5.33K - $5.46K
|
154
$4.42K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
95New |
$3.29K - $3.37K
|
95
$2.72K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7+ 2.77% |
$242 - $248
|
260
$7.46K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4+ 1.05% |
$138 - $142
|
384
$11K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9- 4.07% |
$311 - $319
|
212
$6.08K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-18Closed |
$623 - $639
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-52Closed |
$1.8K - $1.84K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-118- 95.16% |
$4.08K - $4.19K
|
6
$172
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-300- 3.12% |
$10.4K - $10.6K
|
9.3K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-331- 1.95% |
$11.5K - $11.7K
|
16.6K
$477K
|