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 11, 2022
Q4 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
4.9K+ 4.36% |
$145K - $147K
|
117K
$2.95M
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
4.53K+ 15.5% |
$134K - $136K
|
33.7K
$848K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.44K+ 44.65% |
$131K - $133K
|
14.4K
$362K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.33K+ 2.34% |
$128K - $130K
|
189K
$4.75M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.3KNew |
$127K - $129K
|
4.3K
$108K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
3.96K+ 1.9% |
$117K - $119K
|
213K
$5.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.95K+ 3.06% |
$117K - $118K
|
133K
$3.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.68K+ 2.15% |
$109K - $110K
|
175K
$4.39M
|
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.45K+ 23.28% |
$102K - $103K
|
18.3K
$459K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
3.41K+ 4.29% |
$101K - $102K
|
83K
$2.09M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.29K+ 6.85% |
$97.2K - $98.8K
|
51.4K
$1.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.24K+ 10.3% |
$95.6K - $97.1K
|
34.7K
$872K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.2K+ 9.26% |
$94.4K - $96K
|
37.8K
$950K
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.17K+ 57.53% |
$93.5K - $95.1K
|
8.68K
$218K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3.1K+ 8.21% |
$91.5K - $93K
|
40.9K
$1.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.08K+ 19.25% |
$91K - $92.5K
|
19.1K
$481K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.88KNew |
$84.8K - $86.2K
|
2.88K
$72.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.84K+ 41.65% |
$83.8K - $85.2K
|
9.66K
$243K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.76KNew |
$81.4K - $82.8K
|
2.76K
$69.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.71K+ 13.97% |
$79.9K - $81.2K
|
22.1K
$556K
|
|
|
Feb 11, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2.67K+ 3.98% |
$78.7K - $80K
|
69.8K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.4K+ 4.66% |
$70.9K - $72K
|
54K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
2.33K+ 4.04% |
$68.6K - $69.7K
|
59.8K
$1.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.24K+ 58.54% |
$66.1K - $67.2K
|
6.07K
$153K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.92K+ 15.38% |
$56.8K - $57.7K
|
14.4K
$363K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.78K+ 17.18% |
$52.6K - $53.5K
|
12.2K
$306K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.73K+ 0.67% |
$51.1K - $52K
|
262K
$6.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.72K+ 6.91% |
$50.7K - $51.5K
|
26.6K
$669K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
1.62K+ 1.11% |
$47.9K - $48.7K
|
148K
$3.73M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.29K+ 16.68% |
$38.1K - $38.7K
|
9.02K
$227K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
1.22KNew |
$35.9K - $36.5K
|
1.22K
$30.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.1K+ 11.98% |
$32.3K - $32.9K
|
10.2K
$258K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
752+ 34.2% |
$22.2K - $22.5K
|
2.95K
$74.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
581+ 89.8% |
$17.1K - $17.4K
|
1.23K
$30.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
574New |
$16.9K - $17.2K
|
574
$14.4K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
560+ 4.42% |
$16.5K - $16.8K
|
13.2K
$332K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
491+ 4.27% |
$14.5K - $14.7K
|
12K
$302K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
463+ 160.21% |
$13.7K - $13.9K
|
752
$18.9K
|
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
451+ 2.55% |
$13.3K - $13.5K
|
18.2K
$456K
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
436+ 1.88% |
$12.9K - $13.1K
|
23.7K
$596K
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
352+ 2.72% |
$10.4K - $10.6K
|
13.3K
$334K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
327+ 1.62% |
$9.65K - $9.8K
|
20.5K
$514K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
325New |
$9.59K - $9.74K
|
325
$8.17K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
319+ 36.29% |
$9.41K - $9.56K
|
1.2K
$30.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
313+ 2.17% |
$9.23K - $9.38K
|
14.7K
$370K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
294+ 84.0% |
$8.67K - $8.81K
|
644
$16.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
287+ 3.19% |
$8.47K - $8.6K
|
9.28K
$233K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
265New |
$7.82K - $7.94K
|
265
$6.66K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
246+ 0.25% |
$7.26K - $7.38K
|
99K
$2.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
226+ 1.15% |
$6.67K - $6.78K
|
19.8K
$498K
|