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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.38K- 3.97% |
$70.9K - $72.1K
|
57.5K
$1.45M
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.45K- 14.76% |
$73K - $74.2K
|
14.1K
$355K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.69K- 15.93% |
$80.2K - $81.5K
|
14.2K
$357K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.85K- 1.16% |
$85K - $86.4K
|
242K
$6.09M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.88K- 6.3% |
$85.8K - $87.2K
|
42.7K
$1.07M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.88K- 6.3% |
$85.8K - $87.2K
|
42.7K
$1.07M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.03KClosed |
$90.4K - $91.9K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.35K- 17.46% |
$99.9K - $102K
|
15.8K
$398K
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.55K- 0.82% |
$106K - $108K
|
429K
$10.8M
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-3.65K- 67.88% |
$109K - $111K
|
1.73K
$43.5K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-3.93KClosed |
$117K - $119K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.15K- 6.66% |
$124K - $126K
|
58.1K
$1.46M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-4.85K- 4.46% |
$145K - $147K
|
104K
$2.61M
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-4.86K- 77.82% |
$145K - $147K
|
1.39K
$34.8K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-5.04K- 1.19% |
$150K - $153K
|
417K
$10.5M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5.39K- 18.68% |
$161K - $164K
|
23.5K
$590K
|
|
Oct 21, 2021
Q3 2021
|
Applied Capital LLC
|
SELL
|
- |
-5.75K- 12.64% |
$171K - $174K
|
39.7K
$999K
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-6.33K- 3.19% |
$189K - $192K
|
192K
$4.84M
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.35K- 43.56% |
$190K - $193K
|
8.23K
$207K
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.54K- 11.97% |
$195K - $198K
|
48.1K
$1.21M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.6K- 30.4% |
$197K - $200K
|
15.1K
$380K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.66KClosed |
$199K - $202K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.81K- 19.46% |
$203K - $206K
|
28.2K
$709K
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
SELL
|
- |
-7.81KClosed |
$233K - $237K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-7.87K- 9.87% |
$235K - $239K
|
71.9K
$1.81M
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8.25K- 3.33% |
$246K - $250K
|
240K
$6.03M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.33K- 8.8% |
$249K - $253K
|
86.3K
$2.17M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.82K- 36.77% |
$263K - $268K
|
15.2K
$382K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10K- 12.02% |
$299K - $304K
|
73.3K
$1.84M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10.3K- 44.83% |
$307K - $312K
|
12.7K
$318K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.5K- 8.65% |
$314K - $319K
|
111K
$2.79M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.7KClosed |
$320K - $325K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-11.2K- 10.14% |
$333K - $338K
|
98.8K
$2.48M
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-11.3K- 53.32% |
$338K - $344K
|
9.93K
$250K
|
|
Nov 16, 2021
Q3 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-12K- 14.9% |
$357K - $363K
|
68.4K
$1.72M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-12.3K- 58.95% |
$366K - $372K
|
8.55K
$215K
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-12.7KClosed |
$378K - $385K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-13K- 4.61% |
$387K - $393K
|
268K
$6.75M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.2KClosed |
$482K - $490K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-19.5K- 3.2% |
$581K - $591K
|
589K
$14.8M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-19.7K- 19.09% |
$588K - $598K
|
83.6K
$2.1M
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-21.4KClosed |
$639K - $649K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-21.4K- 0.74% |
$639K - $649K
|
2.88M
$72.5M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.6K- 32.67% |
$674K - $686K
|
46.6K
$1.17M
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-25.1K- 5.73% |
$747K - $760K
|
412K
$10.4M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-25.1K- 1.37% |
$749K - $762K
|
1.81M
$45.6M
|
|
Nov 15, 2021
Q3 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-25.3K- 2.76% |
$756K - $768K
|
894K
$22.5M
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-26.8K- 8.6% |
$800K - $813K
|
285K
$7.16M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.1K- 36.29% |
$809K - $823K
|
47.6K
$1.2M
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-28K- 7.63% |
$835K - $849K
|
339K
$8.52M
|