Purchases and Sales Made in Q1 2023 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.85M+ 40.33% |
$121M - $127M
|
16.9M
$430M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.82MNew |
$95.3M - $99.7M
|
3.82M
$97.3M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.24M+ 6176.1% |
$80.8M - $84.6M
|
3.3M
$83.9M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.24M+ 6176.1% |
$80.8M - $84.6M
|
3.3M
$83.9M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.99MNew |
$49.6M - $51.9M
|
1.99M
$50.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.73M+ 49.53% |
$43.2M - $45.2M
|
5.24M
$133M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.27M+ 747.29% |
$31.7M - $33.1M
|
1.44M
$36.6M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1M+ 23.56% |
$24.9M - $26.1M
|
5.25M
$133M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
883K+ 23.54% |
$22M - $23M
|
4.64M
$118M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
801K+ 131.65% |
$20M - $20.9M
|
1.41M
$35.8M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
578K+ 47.99% |
$14.4M - $15.1M
|
1.78M
$45.3M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
547K+ 7.89% |
$13.6M - $14.3M
|
7.48M
$190M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
507KNew |
$12.6M - $13.2M
|
507K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
490KNew |
$12.2M - $12.8M
|
490K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
398K+ 35.88% |
$9.91M - $10.4M
|
1.51M
$38.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
387K+ 124.99% |
$9.65M - $10.1M
|
697K
$17.7M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
367K+ 20.15% |
$9.13M - $9.56M
|
2.19M
$55.6M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
352K+ 196.31% |
$8.77M - $9.17M
|
531K
$13.5M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
281K+ 22.22% |
$7M - $7.32M
|
1.54M
$39.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
265K+ 39.89% |
$6.61M - $6.92M
|
931K
$23.7M
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
257K+ 229.61% |
$6.4M - $6.69M
|
368K
$9.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
203K+ 122.03% |
$5.06M - $5.29M
|
369K
$9.4M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
186K+ 35.78% |
$4.63M - $4.85M
|
705K
$17.9M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
166KNew |
$4.14M - $4.33M
|
166K
$4.23M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
163K+ 20.61% |
$4.06M - $4.25M
|
954K
$24.3M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
158KNew |
$3.95M - $4.13M
|
158K
$4.03M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
156K+ 115.71% |
$3.9M - $4.08M
|
292K
$7.42M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
144K+ 702.55% |
$3.58M - $3.75M
|
164K
$4.18M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
142K+ 5.17% |
$3.55M - $3.71M
|
2.89M
$73.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
131K+ 28.56% |
$3.28M - $3.43M
|
592K
$15.1M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
129K+ 160.19% |
$3.22M - $3.37M
|
210K
$5.34M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
127K+ 33.92% |
$3.15M - $3.3M
|
499K
$12.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
125K+ 3.82% |
$3.12M - $3.26M
|
3.4M
$86.5M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
124K+ 13.31% |
$3.1M - $3.24M
|
1.06M
$26.9M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
114K+ 5.36% |
$2.85M - $2.99M
|
2.25M
$57.2M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
110K+ 8.41% |
$2.74M - $2.87M
|
1.42M
$36.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
96.9K+ 28.05% |
$2.41M - $2.53M
|
442K
$11.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
91.6K+ 883.94% |
$2.28M - $2.39M
|
102K
$2.6M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
90.1K+ 38.92% |
$2.24M - $2.35M
|
322K
$8.18M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
87K+ 34.41% |
$2.17M - $2.27M
|
340K
$8.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
86.8K+ 4.51% |
$2.16M - $2.26M
|
2.01M
$51.1M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
86.1K+ 31.75% |
$2.14M - $2.24M
|
357K
$9.09M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
85.2K+ 23.4% |
$2.12M - $2.22M
|
449K
$11.4M
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
82.2K+ 9.31% |
$2.05M - $2.14M
|
966K
$24.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
80.8KNew |
$2.01M - $2.11M
|
80.8K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
74.6K+ 135.97% |
$1.86M - $1.95M
|
129K
$3.29M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
74.2KNew |
$1.85M - $1.93M
|
74.2K
$1.89M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
73.1KNew |
$1.82M - $1.91M
|
73.1K
$1.86M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
72.5K+ 8.48% |
$1.81M - $1.89M
|
927K
$23.6M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
72.2K+ 16.21% |
$1.8M - $1.88M
|
517K
$13.2M
|