Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
913K+ 48.15% |
$32M - $32.7M
|
2.81M
$81.4M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
418K+ 18.02% |
$14.7M - $15M
|
2.73M
$79.2M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
232K+ 206.43% |
$8.13M - $8.3M
|
344K
$9.96M
|
|
Nov 15, 2021
Q3 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
107K+ 9.72% |
$3.76M - $3.84M
|
1.21M
$35.1M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.8KNew |
$3.26M - $3.33M
|
92.8K
$2.69M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
46.7K+ 62.35% |
$1.64M - $1.67M
|
121K
$3.52M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.6KNew |
$1.04M - $1.06M
|
29.6K
$858K
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
BUY
|
- |
20.1KNew |
$707K - $722K
|
20.1K
$584K
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
17.4K+ 13.07% |
$611K - $624K
|
151K
$4.36M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.9K+ 33.42% |
$382K - $390K
|
43.4K
$1.26M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.46KNew |
$332K - $339K
|
9.46K
$274K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
7.7K+ 51.23% |
$270K - $276K
|
22.7K
$658K
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
6.75K+ 7.79% |
$237K - $242K
|
93.5K
$2.71M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.59K+ 9.33% |
$231K - $236K
|
77.2K
$2.24M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.55K+ 9.77% |
$230K - $235K
|
73.6K
$2.13M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
5.73KNew |
$201K - $205K
|
5.73K
$166K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.35K+ 23.54% |
$188K - $192K
|
28.1K
$814K
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.24K+ 5.0% |
$78.5K - $80.2K
|
47K
$1.36M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.64K+ 9.21% |
$57.7K - $58.9K
|
19.5K
$564K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.37K+ 56.8% |
$48.1K - $49.1K
|
3.78K
$110K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
984New |
$34.5K - $35.3K
|
984
$28.5K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
773+ 1.97% |
$27.1K - $27.7K
|
40K
$1.16M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
724New |
$25.4K - $25.9K
|
724
$21K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
590+ 1.95% |
$20.7K - $21.1K
|
30.8K
$893K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
552+ 3.33% |
$19.4K - $19.8K
|
17.2K
$497K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
252+ 25200.0% |
$8.85K - $9.03K
|
253
$7.33K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
155New |
$5.44K - $5.56K
|
155
$4.49K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.91% |
$70.2 - $71.7
|
221
$6.4K
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2+ 0.53% |
$70.2 - $71.7
|
380
$11K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-84- 1.17% |
$2.95K - $3.01K
|
7.11K
$206K
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
SELL
|
- |
-1.74K- 3.27% |
$61.1K - $62.4K
|
51.6K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.02K- 10.62% |
$70.7K - $72.2K
|
17K
$491K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.04K- 9.94% |
$71.5K - $73K
|
18.5K
$535K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.28K- 69.4% |
$79.9K - $81.5K
|
1K
$29.1K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.5K- 15.79% |
$87.6K - $89.5K
|
13.3K
$386K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.15K- 14.46% |
$110K - $113K
|
18.6K
$540K
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-3.52K- 24.52% |
$124K - $126K
|
10.8K
$314K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.35K- 13.91% |
$153K - $156K
|
26.9K
$780K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.14K- 21.27% |
$216K - $220K
|
22.7K
$658K
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-6.81K- 44.28% |
$239K - $244K
|
8.57K
$248K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.93KClosed |
$243K - $248K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.72KClosed |
$271K - $277K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-12.6K- 31.07% |
$441K - $450K
|
27.9K
$808K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.6K- 80.41% |
$547K - $559K
|
3.8K
$110K
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-54.6K- 38.55% |
$1.92M - $1.96M
|
87K
$2.52M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-64.1K- 78.99% |
$2.25M - $2.3M
|
17.1K
$494K
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-118K- 79.18% |
$4.13M - $4.22M
|
31K
$897K
|