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 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
17.9K+ 10.78% |
$447K - $468K
|
184K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.6K+ 24.73% |
$440K - $460K
|
89K
$2.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
16.9K+ 5.99% |
$422K - $442K
|
300K
$7.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
16.8K+ 2.51% |
$419K - $439K
|
688K
$17.5M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
16.8K+ 3.49% |
$419K - $439K
|
498K
$12.7M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
16.3K+ 162.8% |
$406K - $425K
|
26.3K
$669K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
16.3KNew |
$405K - $424K
|
16.3K
$414K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.1K+ 92.4% |
$400K - $419K
|
33.5K
$851K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
15.6K+ 1.14% |
$388K - $406K
|
1.38M
$35M
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
15.5KNew |
$387K - $405K
|
15.5K
$395K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
14.8K+ 3.63% |
$370K - $387K
|
424K
$10.8M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
14.6K+ 2.8% |
$364K - $381K
|
536K
$13.6M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
$363K - $380K
|
14.6K
$370K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.6KNew |
$338K - $354K
|
13.6K
$345K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
13.5K+ 42.33% |
$337K - $352K
|
45.4K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.4K+ 7.01% |
$333K - $348K
|
204K
$5.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.1K+ 1.46% |
$326K - $341K
|
910K
$23.2M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
13K+ 223.33% |
$324K - $339K
|
18.8K
$479K
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
12.9K+ 5.34% |
$322K - $337K
|
255K
$6.48M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
11.9K+ 5.49% |
$296K - $310K
|
228K
$5.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11.8K+ 29.02% |
$295K - $309K
|
52.6K
$1.34M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
11.8K+ 6.18% |
$294K - $307K
|
203K
$5.15M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.6KNew |
$289K - $303K
|
11.6K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
11.5K+ 28.06% |
$287K - $300K
|
52.5K
$1.34M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11.1K+ 11.61% |
$277K - $290K
|
107K
$2.72M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10.7K+ 2.28% |
$266K - $279K
|
480K
$12.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.5K+ 16.26% |
$262K - $274K
|
75.1K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
10.2KNew |
$253K - $265K
|
10.2K
$258K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10KNew |
$249K - $261K
|
10K
$254K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9.79K+ 89.77% |
$244K - $255K
|
20.7K
$526K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.62K+ 18.96% |
$240K - $251K
|
60.4K
$1.54M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.38K+ 106.71% |
$234K - $245K
|
18.2K
$462K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.11K+ 1.72% |
$227K - $238K
|
539K
$13.7M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
8.84K+ 94.81% |
$220K - $231K
|
18.2K
$462K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.75KNew |
$218K - $228K
|
8.75K
$223K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.63K+ 5.85% |
$215K - $225K
|
156K
$3.98M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.59K+ 9.72% |
$214K - $224K
|
96.9K
$2.47M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.14K+ 7.24% |
$203K - $212K
|
121K
$3.07M
|
|
|
May 01, 2023
Q1 2023
|
F
|
BUY
|
- |
7.9KNew |
$197K - $206K
|
7.9K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.5K+ 23.22% |
$187K - $196K
|
39.8K
$1.01M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
7.1K+ 24.91% |
$177K - $185K
|
35.6K
$906K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.88KNew |
$171K - $179K
|
6.88K
$175K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.86K+ 57.6% |
$171K - $179K
|
18.8K
$478K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.48K+ 8.7% |
$162K - $169K
|
81K
$2.06M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.48K+ 6.94% |
$137K - $143K
|
84.5K
$2.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
5.47K+ 2.38% |
$136K - $143K
|
235K
$5.99M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.12K+ 6.06% |
$128K - $133K
|
89.6K
$2.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.02K+ 3.28% |
$125K - $131K
|
158K
$4.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4.76K+ 4.47% |
$119K - $124K
|
111K
$2.83M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.73K+ 62.65% |
$118K - $123K
|
12.3K
$313K
|