Purchases and Sales Made in Q3 2021 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
28+ 0.07% |
$835 - $849
|
40.5K
$1.02M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
16+ 0.1% |
$477 - $485
|
16K
$403K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
5+ 0.06% |
$149 - $152
|
8.49K
$213K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.06% |
$149 - $152
|
8.43K
$212K
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4+ 0.04% |
$119 - $121
|
9.59K
$241K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.53% |
$59.7 - $60.7
|
377
$9.47K
|
|
Feb 13, 2025
Q3 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2+ 0.0% |
$59.7 - $60.7
|
47.5K
$1.19M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.4% |
$59.7 - $60.7
|
500
$12.6K
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 50.0% |
$29.8 - $30.3
|
1
$25.1
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2Closed |
$59.7 - $60.7
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-8- 0.06% |
$239 - $243
|
13.3K
$335K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-10- 0.93% |
$298 - $303
|
1.06K
$26.7K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-26- 0.21% |
$776 - $789
|
12.1K
$304K
|
|
Nov 04, 2021
Q3 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-46- 0.27% |
$1.37K - $1.4K
|
17K
$428K
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-46- 0.15% |
$1.37K - $1.4K
|
31.4K
$790K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-61- 1.36% |
$1.82K - $1.85K
|
4.42K
$111K
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-64- 0.36% |
$1.91K - $1.94K
|
17.9K
$449K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-115- 1.11% |
$3.43K - $3.49K
|
10.3K
$258K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-141- 1.33% |
$4.21K - $4.28K
|
10.5K
$263K
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-166- 1.37% |
$4.95K - $5.03K
|
11.9K
$300K
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-180- 1.99% |
$5.37K - $5.46K
|
8.88K
$223K
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-190- 1.45% |
$5.67K - $5.76K
|
12.9K
$325K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-223- 62.64% |
$6.65K - $6.76K
|
133
$3.34K
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-263- 0.49% |
$7.85K - $7.98K
|
53.7K
$1.35M
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-300Closed |
$8.95K - $9.1K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-468- 4.54% |
$14K - $14.2K
|
9.85K
$247K
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-480- 1.58% |
$14.3K - $14.6K
|
29.9K
$752K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-506Closed |
$15.1K - $15.3K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-509- 0.39% |
$15.2K - $15.4K
|
131K
$3.3M
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-628- 8.42% |
$18.7K - $19K
|
6.83K
$172K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-760- 7.67% |
$22.7K - $23.1K
|
9.15K
$230K
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-827- 8.57% |
$24.7K - $25.1K
|
8.82K
$222K
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-827- 5.54% |
$24.7K - $25.1K
|
14.1K
$355K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-909- 4.25% |
$27.1K - $27.6K
|
20.5K
$515K
|
|
Oct 22, 2021
Q3 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-913- 5.81% |
$27.2K - $27.7K
|
14.8K
$372K
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-974Closed |
$29.1K - $29.5K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-977- 16.05% |
$29.1K - $29.6K
|
5.11K
$128K
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.04K- 5.61% |
$30.9K - $31.4K
|
17.4K
$438K
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.15K- 6.95% |
$34.4K - $35K
|
15.4K
$388K
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
SELL
|
- |
-1.29K- 0.87% |
$38.3K - $39K
|
147K
$3.68M
|
|
Nov 03, 2021
Q3 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.4K- 8.62% |
$41.6K - $42.3K
|
14.8K
$371K
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.45K- 25.04% |
$43.3K - $44.1K
|
4.35K
$109K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.68K- 1.47% |
$50.1K - $50.9K
|
113K
$2.84M
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.72KClosed |
$51.3K - $52.1K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.05K- 37.14% |
$61.2K - $62.2K
|
3.47K
$87.3K
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
SELL
|
- |
-2.12K- 12.15% |
$63.1K - $64.2K
|
15.3K
$385K
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-2.19K- 1.48% |
$65.2K - $66.3K
|
145K
$3.65M
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
SELL
|
- |
-2.21KClosed |
$65.9K - $67K
|
0
$0
|