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 |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.56K+ 0.92% |
$114K - $119K
|
501K
$12.7M
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.29K+ 24.95% |
$107K - $112K
|
21.5K
$547K
|
|
May 11, 2023
Q1 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
4.2K+ 3.59% |
$105K - $110K
|
121K
$3.08M
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.81K+ 5.37% |
$94.9K - $99.3K
|
74.8K
$1.9M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.51K+ 12.34% |
$87.4K - $91.5K
|
31.9K
$812K
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.47K+ 29.24% |
$86.4K - $90.5K
|
15.3K
$390K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.41K+ 4.1% |
$84.9K - $88.8K
|
86.6K
$2.2M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.39KNew |
$84.5K - $88.5K
|
3.39K
$86.3K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.16K+ 7.81% |
$78.8K - $82.5K
|
43.7K
$1.11M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.13K+ 280.11% |
$77.9K - $81.5K
|
4.24K
$108K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
2.88K+ 6.11% |
$71.6K - $75K
|
49.9K
$1.27M
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.63K+ 6.66% |
$65.5K - $68.6K
|
42.1K
$1.07M
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.34K+ 6.67% |
$58.4K - $61.1K
|
37.5K
$954K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.24KNew |
$55.8K - $58.4K
|
2.24K
$56.9K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.2K+ 25.1% |
$54.7K - $57.2K
|
10.9K
$278K
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.02K+ 4.11% |
$50.4K - $52.8K
|
51.2K
$1.3M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.01KNew |
$50.1K - $52.4K
|
2.01K
$51.1K
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
1.86K+ 5.32% |
$46.3K - $48.4K
|
36.7K
$934K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.81K+ 0.88% |
$45.1K - $47.2K
|
208K
$5.28M
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.78K+ 0.66% |
$44.5K - $46.5K
|
271K
$6.89M
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.78K+ 16.17% |
$44.4K - $46.4K
|
12.8K
$325K
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.75K+ 11.17% |
$43.6K - $45.6K
|
17.4K
$443K
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.74K+ 14.27% |
$43.4K - $45.4K
|
13.9K
$355K
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1.66K+ 1.55% |
$41.3K - $43.2K
|
109K
$2.76M
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.63K+ 11.96% |
$40.6K - $42.5K
|
15.2K
$388K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.36K+ 9.41% |
$33.8K - $35.4K
|
15.8K
$402K
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
1.29K+ 0.74% |
$32.2K - $33.7K
|
177K
$4.5M
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.25K+ 4.73% |
$31.2K - $32.7K
|
27.8K
$706K
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.2K+ 1.85% |
$29.9K - $31.2K
|
66K
$1.68M
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 0.9% |
$28.9K - $30.2K
|
129K
$3.29M
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.16K+ 2627.27% |
$28.8K - $30.1K
|
1.2K
$30.5K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 0.21% |
$25.5K - $26.7K
|
482K
$12.3M
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1.02K+ 3.2% |
$25.4K - $26.6K
|
32.9K
$837K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
980New |
$24.4K - $25.6K
|
980
$24.9K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
964+ 99.59% |
$24K - $25.1K
|
1.93K
$49.2K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
816+ 142.16% |
$20.3K - $21.3K
|
1.39K
$35.4K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
773New |
$19.3K - $20.2K
|
773
$19.7K
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
761+ 0.75% |
$19K - $19.8K
|
102K
$2.6M
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
654+ 0.63% |
$16.3K - $17.1K
|
105K
$2.66M
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
641+ 5.52% |
$16K - $16.7K
|
12.3K
$312K
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
615+ 2.64% |
$15.3K - $16K
|
23.9K
$608K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
555New |
$13.8K - $14.5K
|
555
$14.1K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
516+ 0.11% |
$12.9K - $13.5K
|
482K
$12.3M
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
392+ 1.21% |
$9.77K - $10.2K
|
32.7K
$832K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
387New |
$9.64K - $10.1K
|
387
$9.85K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
304+ 1.57% |
$7.58K - $7.93K
|
19.6K
$499K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
302+ 3.4% |
$7.53K - $7.88K
|
9.19K
$234K
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
294+ 0.62% |
$7.33K - $7.67K
|
48.1K
$1.22M
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
264New |
$6.58K - $6.89K
|
264
$6.72K
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
181+ 0.82% |
$4.51K - $4.72K
|
22.3K
$567K
|