Purchases and Sales Made in Q1 2022 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
64+ 0.88% |
$1.76K - $1.89K
|
7.3K
$186K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
62New |
$1.71K - $1.83K
|
62
$1.58K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 14.61% |
$1.43K - $1.53K
|
408
$10.4K
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
51+ 0.45% |
$1.4K - $1.5K
|
11.3K
$287K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$1.38K - $1.47K
|
50
$1.27K
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
43+ 0.13% |
$1.18K - $1.27K
|
33.8K
$859K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
27+ 2.2% |
$744 - $795
|
1.26K
$31.9K
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
24+ 0.01% |
$661 - $707
|
180K
$4.59M
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
19+ 11.66% |
$523 - $560
|
182
$4.63K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18+ 0.04% |
$496 - $530
|
49.7K
$1.26M
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 0.35% |
$275 - $295
|
2.89K
$73.4K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
8+ 0.19% |
$220 - $236
|
4.3K
$109K
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4+ 1.2% |
$110 - $118
|
338
$8.6K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.26% |
$27.5 - $29.5
|
380
$9.67K
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.01% |
$27.5 - $29.5
|
13.4K
$342K
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2- 0.01% |
$55.1 - $58.9
|
25.2K
$641K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-3- 0.15% |
$82.6 - $88.4
|
1.99K
$50.5K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-13Closed |
$358 - $383
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-20- 0.27% |
$551 - $589
|
7.44K
$189K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-28Closed |
$771 - $825
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-35Closed |
$964 - $1.03K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-49- 0.6% |
$1.35K - $1.44K
|
8.05K
$205K
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-49- 0.23% |
$1.35K - $1.44K
|
21.4K
$543K
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-50- 0.33% |
$1.38K - $1.47K
|
15.1K
$384K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-52- 13.03% |
$1.43K - $1.53K
|
347
$8.83K
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-67- 1.32% |
$1.85K - $1.97K
|
5.02K
$128K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-82- 6.3% |
$2.26K - $2.42K
|
1.22K
$31K
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-83- 6.82% |
$2.29K - $2.45K
|
1.13K
$28.8K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-83- 0.69% |
$2.29K - $2.45K
|
12K
$304K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-94- 0.05% |
$2.59K - $2.77K
|
178K
$4.54M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-97- 0.08% |
$2.67K - $2.86K
|
121K
$3.09M
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-108- 0.18% |
$2.97K - $3.18K
|
59.7K
$1.52M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-175- 2.15% |
$4.82K - $5.16K
|
7.98K
$203K
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-182- 2.04% |
$5.01K - $5.36K
|
8.73K
$222K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-208- 1.06% |
$5.73K - $6.13K
|
19.4K
$494K
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-224- 16.17% |
$6.17K - $6.6K
|
1.16K
$29.5K
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-265Closed |
$7.3K - $7.81K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-298- 1.48% |
$8.21K - $8.78K
|
19.8K
$505K
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-298- 1.92% |
$8.21K - $8.78K
|
15.2K
$387K
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-329- 2.1% |
$9.06K - $9.69K
|
15.4K
$391K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-408Closed |
$11.2K - $12K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-476- 20.53% |
$13.1K - $14K
|
1.84K
$46.9K
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-511Closed |
$14.1K - $15.1K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-600Closed |
$16.5K - $17.7K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-615- 22.27% |
$16.9K - $18.1K
|
2.15K
$54.6K
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-646- 4.39% |
$17.8K - $19K
|
14.1K
$358K
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-723- 3.65% |
$19.9K - $21.3K
|
19.1K
$485K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-752Closed |
$20.7K - $22.2K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
F
|
SELL
|
- |
-758- 8.55% |
$20.9K - $22.3K
|
8.1K
$206K
|