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 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
190+ 1.82% |
$5.61K - $5.7K
|
10.6K
$266K
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
169+ 0.45% |
$4.99K - $5.07K
|
37.9K
$947K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
163New |
$4.81K - $4.89K
|
163
$4.07K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
151+ 6.25% |
$4.45K - $4.53K
|
2.57K
$64.1K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
131New |
$3.86K - $3.93K
|
131
$3.27K
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
126+ 0.79% |
$3.72K - $3.78K
|
16K
$400K
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
98+ 0.01% |
$2.89K - $2.94K
|
1.45M
$36.2M
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
88+ 1.0% |
$2.6K - $2.64K
|
8.91K
$222K
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
74+ 0.18% |
$2.18K - $2.22K
|
40.9K
$1.02M
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
66New |
$1.95K - $1.98K
|
66
$1.65K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
56+ 0.66% |
$1.65K - $1.68K
|
8.48K
$212K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52+ 14.61% |
$1.53K - $1.56K
|
408
$10.2K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
48+ 0.49% |
$1.42K - $1.44K
|
9.77K
$244K
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
48+ 0.48% |
$1.42K - $1.44K
|
10.1K
$251K
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
37+ 12.46% |
$1.09K - $1.11K
|
334
$8.34K
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
35New |
$1.03K - $1.05K
|
35
$874
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 8.87% |
$856 - $869
|
356
$8.89K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12+ 3.1% |
$354 - $360
|
399
$9.96K
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5+ 0.05% |
$148 - $150
|
9.59K
$240K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
4+ 0.07% |
$118 - $120
|
6.11K
$153K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.53% |
$59 - $60
|
379
$9.46K
|
|
Feb 02, 2022
Q4 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
2+ 0.02% |
$59 - $60
|
8.1K
$202K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-12- 0.31% |
$354 - $360
|
3.83K
$95.7K
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-18- 0.35% |
$531 - $540
|
5.09K
$127K
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-27- 0.39% |
$797 - $809
|
6.82K
$170K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-34Closed |
$1K - $1.02K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-58- 0.48% |
$1.71K - $1.74K
|
12K
$301K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-85- 0.14% |
$2.51K - $2.55K
|
60.5K
$1.51M
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-90- 0.75% |
$2.66K - $2.7K
|
11.8K
$296K
|
|
Jan 27, 2022
Q4 2021
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-93- 0.13% |
$2.74K - $2.79K
|
71.8K
$1.79M
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-109- 0.19% |
$3.22K - $3.27K
|
58K
$1.45M
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-142- 0.79% |
$4.19K - $4.26K
|
17.7K
$443K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-167- 2.22% |
$4.93K - $5.01K
|
7.35K
$184K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-173- 0.68% |
$5.1K - $5.19K
|
25.2K
$629K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-189Closed |
$5.58K - $5.67K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-200- 2.27% |
$5.9K - $6K
|
8.61K
$215K
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-211- 1.55% |
$6.22K - $6.33K
|
13.4K
$335K
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-269- 0.9% |
$7.94K - $8.06K
|
29.7K
$741K
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
SELL
|
- |
-301- 1.87% |
$8.88K - $9.02K
|
15.8K
$394K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-323- 2.92% |
$9.53K - $9.68K
|
10.7K
$268K
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-325- 0.49% |
$9.59K - $9.74K
|
66.4K
$1.66M
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-343- 1.67% |
$10.1K - $10.3K
|
20.1K
$503K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-355- 13.28% |
$10.5K - $10.6K
|
2.32K
$57.9K
|
|
Feb 07, 2022
Q4 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-407- 2.39% |
$12K - $12.2K
|
16.6K
$415K
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-428- 24.75% |
$12.6K - $12.8K
|
1.3K
$32.5K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-581- 21.34% |
$17.1K - $17.4K
|
2.14K
$53.5K
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-601- 3.93% |
$17.7K - $18K
|
14.7K
$367K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-625- 6.35% |
$18.4K - $18.7K
|
9.22K
$230K
|