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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
16.1K+ 11.09% |
$474K - $482K
|
161K
$4.05M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
15.8K+ 0.92% |
$465K - $473K
|
1.72M
$43.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
15.5KNew |
$458K - $465K
|
15.5K
$390K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
15.4K+ 39.51% |
$455K - $463K
|
54.5K
$1.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15.4KNew |
$455K - $463K
|
15.4K
$388K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
15.4K+ 11.23% |
$455K - $462K
|
153K
$3.84M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.2K+ 13.02% |
$448K - $455K
|
132K
$3.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
15.2KNew |
$447K - $454K
|
15.2K
$381K
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
13.9K+ 2.24% |
$410K - $416K
|
634K
$15.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.6K+ 9.76% |
$401K - $408K
|
153K
$3.85M
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
13.5KNew |
$397K - $403K
|
13.5K
$338K
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
13.4KNew |
$396K - $402K
|
13.4K
$337K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12.9K+ 24.3% |
$380K - $386K
|
65.9K
$1.66M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.5K+ 10.76% |
$367K - $373K
|
128K
$3.22M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$365K - $371K
|
12.4K
$311K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
12.3KNew |
$363K - $369K
|
12.3K
$309K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8K+ 1.36% |
$348K - $353K
|
878K
$22.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.6K+ 16.24% |
$341K - $347K
|
82.9K
$2.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11.6KNew |
$341K - $346K
|
11.6K
$290K
|
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11.5K+ 18.17% |
$340K - $345K
|
74.9K
$1.88M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
11.4KNew |
$336K - $342K
|
11.4K
$287K
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.2KNew |
$331K - $336K
|
11.2K
$282K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
11.1KNew |
$327K - $333K
|
11.1K
$279K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10.9K+ 4.45% |
$321K - $327K
|
256K
$6.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
10.8K+ 8.49% |
$317K - $323K
|
138K
$3.46M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.6K+ 7.69% |
$312K - $317K
|
148K
$3.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.6K+ 4.92% |
$311K - $316K
|
225K
$5.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
10.4K+ 31.86% |
$308K - $313K
|
43.2K
$1.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$298K - $303K
|
10.1K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.82K+ 15.76% |
$290K - $295K
|
72.2K
$1.81M
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
9.81K+ 0.83% |
$289K - $294K
|
1.2M
$30.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.36K+ 0.43% |
$276K - $281K
|
2.16M
$54.4M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.99K+ 9.01% |
$265K - $270K
|
109K
$2.74M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
8.91KNew |
$263K - $267K
|
8.91K
$224K
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8.87K+ 1.84% |
$262K - $266K
|
490K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.43K+ 3.17% |
$249K - $253K
|
274K
$6.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
8.16K+ 4.35% |
$241K - $245K
|
196K
$4.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
7.84KNew |
$231K - $235K
|
7.84K
$197K
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
7.46KNew |
$220K - $224K
|
7.46K
$188K
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
7.24KNew |
$214K - $217K
|
7.24K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.95K+ 2.87% |
$205K - $208K
|
249K
$6.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.84KNew |
$202K - $205K
|
6.84K
$172K
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
6.82KNew |
$201K - $204K
|
6.82K
$172K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
6.74K+ 3.09% |
$199K - $202K
|
225K
$5.65M
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
6.6KNew |
$195K - $198K
|
6.6K
$166K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.28K+ 90.09% |
$185K - $188K
|
13.3K
$333K
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
5.89K+ 2.2% |
$174K - $177K
|
274K
$6.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.25K+ 3.42% |
$155K - $157K
|
159K
$4M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.19K+ 13.05% |
$153K - $156K
|
45K
$1.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
5.09K+ 12.89% |
$150K - $153K
|
44.6K
$1.12M
|