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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-603- 60.12% |
$20.9K - $21.4K
|
400
$11.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-724Closed |
$25.1K - $25.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.04K- 3.39% |
$36.1K - $37K
|
29.8K
$854K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.09K- 2.32% |
$37.8K - $38.7K
|
45.9K
$1.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.8K- 10.41% |
$97K - $99.5K
|
24.1K
$692K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 75.65% |
$99.5K - $102K
|
925
$26.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-3.46K- 31.93% |
$120K - $123K
|
7.37K
$211K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.82K- 28.67% |
$132K - $135K
|
9.5K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.93K- 11.35% |
$170K - $175K
|
38.5K
$1.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.15K- 3.42% |
$178K - $183K
|
145K
$4.17M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-8.57KClosed |
$297K - $304K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.1K- 2.94% |
$350K - $358K
|
334K
$9.57M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-40KClosed |
$1.38M - $1.42M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-67.3K- 91.45% |
$2.33M - $2.39M
|
6.29K
$180K
|
|
|
Feb 14, 2022
Q4 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-112K- 9.23% |
$3.86M - $3.96M
|
1.1M
$31.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-940K- 33.49% |
$32.5M - $33.4M
|
1.87M
$53.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.16M- 78.89% |
$74.7M - $76.6M
|
577K
$16.6M
|