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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
64.2K+ 7.73% |
$1.89M - $1.92M
|
895K
$22.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
61.8K+ 5.26% |
$1.82M - $1.85M
|
1.24M
$31.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.4K+ 7.54% |
$1.81M - $1.84M
|
876K
$22M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
61.1K+ 10.47% |
$1.8M - $1.83M
|
645K
$16.2M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
61KNew |
$1.8M - $1.83M
|
61K
$1.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
58.4K+ 3.22% |
$1.72M - $1.75M
|
1.87M
$47.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
56.8K+ 35.4% |
$1.68M - $1.7M
|
217K
$5.46M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
55.2K+ 68.65% |
$1.63M - $1.65M
|
136K
$3.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
54.9K+ 12.24% |
$1.62M - $1.65M
|
503K
$12.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
52.8K+ 7.09% |
$1.56M - $1.58M
|
797K
$20M
|
|
|
Jan 25, 2022
Q4 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
52.5K+ 61.8% |
$1.55M - $1.57M
|
137K
$3.46M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
50.5K+ 6.74% |
$1.49M - $1.51M
|
800K
$20.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.4K+ 5.28% |
$1.46M - $1.48M
|
984K
$24.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
47.7K+ 16.07% |
$1.41M - $1.43M
|
345K
$8.67M
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
46.4K+ 14.33% |
$1.37M - $1.39M
|
370K
$9.31M
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
44.6KNew |
$1.32M - $1.34M
|
44.6K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
41.6K+ 1.96% |
$1.23M - $1.25M
|
2.17M
$54.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39.5K+ 56.53% |
$1.16M - $1.18M
|
109K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.9K+ 4.99% |
$1.15M - $1.17M
|
819K
$20.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
38.3K+ 11.19% |
$1.13M - $1.15M
|
380K
$9.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Capitol Family Office, Inc.
|
BUY
|
- |
37.2KNew |
$1.1M - $1.12M
|
37.2K
$936K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
36.9KNew |
$1.09M - $1.11M
|
36.9K
$929K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
35.7KNew |
$1.05M - $1.07M
|
35.7K
$899K
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
35.4K+ 8.74% |
$1.04M - $1.06M
|
441K
$11.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
34.2KNew |
$1.01M - $1.02M
|
34.2K
$859K
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
33.9K+ 2.75% |
$1M - $1.02M
|
1.27M
$31.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.2KNew |
$981K - $997K
|
33.2K
$836K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
32.7KNew |
$964K - $980K
|
32.7K
$822K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31.5KNew |
$930K - $945K
|
31.5K
$793K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
31.1K+ 390.56% |
$918K - $933K
|
39.1K
$983K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.2K+ 71.47% |
$832K - $845K
|
67.6K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.7K+ 13.77% |
$818K - $832K
|
229K
$5.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
27.3K+ 32.11% |
$805K - $818K
|
112K
$2.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26.4K+ 2.81% |
$778K - $791K
|
967K
$24.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
25.6KNew |
$754K - $766K
|
25.6K
$643K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
23.3K+ 3.19% |
$686K - $698K
|
753K
$18.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.6K+ 6.88% |
$667K - $678K
|
351K
$8.83M
|
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
22.6K+ 4.3% |
$667K - $678K
|
548K
$13.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
21.5KNew |
$634K - $645K
|
21.5K
$541K
|
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
21.4KNew |
$631K - $642K
|
21.4K
$538K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
20.9K+ 4.01% |
$615K - $625K
|
541K
$13.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
20.7K+ 4.82% |
$610K - $620K
|
450K
$11.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.6KNew |
$578K - $588K
|
19.6K
$493K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
19K+ 17.06% |
$559K - $568K
|
130K
$3.27M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.4K+ 21.31% |
$543K - $552K
|
105K
$2.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 2.74% |
$530K - $539K
|
674K
$17M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
16.9KNew |
$499K - $507K
|
16.9K
$426K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
16.8K+ 16.22% |
$495K - $503K
|
120K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16.7K+ 11.47% |
$491K - $499K
|
162K
$4.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
16.4K+ 70.04% |
$485K - $493K
|
39.9K
$1M
|