Purchases and Sales Made in Q2 2022 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.49M+ 71.77% |
$38.1M - $41.2M
|
3.56M
$89.8M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.2MNew |
$30.9M - $33.3M
|
1.2M
$30.4M
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.03MNew |
$26.5M - $28.6M
|
1.03M
$26M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.02M+ 46.35% |
$26.2M - $28.2M
|
3.22M
$81.2M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.02M+ 46.35% |
$26.2M - $28.2M
|
3.22M
$81.2M
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
704K+ 424281.34% |
$18.1M - $19.5M
|
704K
$17.8M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
504K+ 63.32% |
$12.9M - $14M
|
1.3M
$32.8M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
500K+ 36.17% |
$12.8M - $13.9M
|
1.88M
$47.6M
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
500KNew |
$12.8M - $13.9M
|
500K
$12.6M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
449K+ 19.98% |
$11.5M - $12.4M
|
2.69M
$68M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
390K+ 13.57% |
$10M - $10.8M
|
3.26M
$82.4M
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
385KNew |
$9.89M - $10.7M
|
385K
$9.73M
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
371K+ 216.15% |
$9.51M - $10.3M
|
542K
$13.7M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
349KNew |
$8.95M - $9.66M
|
349K
$8.8M
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
320K+ 2.51% |
$8.23M - $8.88M
|
13.1M
$331M
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
BUY
|
- |
317KNew |
$8.14M - $8.79M
|
317K
$8.01M
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
313K+ 451.69% |
$8.04M - $8.68M
|
382K
$9.66M
|
|
Aug 12, 2022
Q2 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
288K+ 3.98% |
$7.39M - $7.97M
|
7.52M
$190M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
261K+ 171.08% |
$6.7M - $7.23M
|
414K
$10.4M
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
253K+ 22.79% |
$6.5M - $7.02M
|
1.37M
$34.5M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
243K+ 63.13% |
$6.25M - $6.74M
|
629K
$15.9M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
243K+ 107.29% |
$6.23M - $6.73M
|
469K
$11.8M
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
233KNew |
$5.97M - $6.45M
|
233K
$5.87M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
219K+ 260.14% |
$5.63M - $6.08M
|
304K
$7.67M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
214K+ 5.77% |
$5.5M - $5.94M
|
3.93M
$99.2M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
205K+ 17.46% |
$5.27M - $5.68M
|
1.38M
$34.8M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
204K+ 15.8% |
$5.23M - $5.65M
|
1.49M
$37.7M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
191K+ 5251.29% |
$4.89M - $5.28M
|
194K
$4.9M
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
183K+ 1408.44% |
$4.71M - $5.08M
|
197K
$4.96M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
178KNew |
$4.57M - $4.93M
|
178K
$4.49M
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
164K+ 1202.25% |
$4.2M - $4.53M
|
177K
$4.47M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
162KNew |
$4.15M - $4.48M
|
162K
$4.08M
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
158K+ 57.87% |
$4.06M - $4.38M
|
431K
$10.9M
|
|
Aug 12, 2022
Q2 2022
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
150KNew |
$3.85M - $4.16M
|
150K
$3.79M
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
139K+ 4.46% |
$3.57M - $3.85M
|
3.25M
$82.1M
|
|
Aug 12, 2022
Q2 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
130K+ 44.56% |
$3.33M - $3.6M
|
421K
$10.6M
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
129K+ 60.59% |
$3.32M - $3.58M
|
342K
$8.65M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
110K+ 17.85% |
$2.83M - $3.05M
|
727K
$18.4M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
108KNew |
$2.77M - $2.99M
|
108K
$2.73M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
104K+ 27.0% |
$2.68M - $2.89M
|
491K
$12.4M
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
98.8K+ 96.76% |
$2.54M - $2.74M
|
201K
$5.08M
|
|
Jul 12, 2022
Q2 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
95.8K+ 10.2% |
$2.46M - $2.66M
|
1.04M
$26.2M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
88.9K+ 42.12% |
$2.28M - $2.46M
|
300K
$7.58M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
79.8K+ 599.26% |
$2.05M - $2.21M
|
93.2K
$2.35M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
77.7K+ 523.26% |
$2M - $2.15M
|
92.6K
$2.34M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
71.2K+ 7.88% |
$1.83M - $1.97M
|
975K
$24.6M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
69.1K+ 13.12% |
$1.77M - $1.92M
|
596K
$15.1M
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
68.6K+ 441.13% |
$1.76M - $1.9M
|
84.2K
$2.12M
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
68.3K+ 60.87% |
$1.75M - $1.89M
|
181K
$4.56M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
68K+ 8.58% |
$1.75M - $1.88M
|
860K
$21.7M
|