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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Univest Financial Corp
|
BUY
|
- |
65.4KNew |
$1.68M - $1.81M
|
65.4K
$1.66M
|
|
|
Oct 23, 2024
Q2 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
61K+ 197.95% |
$1.57M - $1.69M
|
91.8K
$2.34M
|
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
60.7KNew |
$1.56M - $1.68M
|
60.7K
$1.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
60.4K+ 7.07% |
$1.55M - $1.67M
|
914K
$23.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
57.9K+ 37.5% |
$1.49M - $1.61M
|
212K
$5.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
45.5K+ 38.9% |
$1.17M - $1.26M
|
162K
$4.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
45.4K+ 5.09% |
$1.17M - $1.26M
|
937K
$23.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.1K+ 1.91% |
$1.13M - $1.22M
|
2.35M
$59.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
43.3K+ 59.89% |
$1.11M - $1.2M
|
116K
$2.94M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.1K+ 6.85% |
$1.11M - $1.19M
|
671K
$17.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
42.3K+ 42.16% |
$1.09M - $1.17M
|
143K
$3.63M
|
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
42K+ 3.41% |
$1.08M - $1.16M
|
1.27M
$32.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
41.8K+ 10.78% |
$1.07M - $1.16M
|
429K
$10.9M
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
40.4K+ 912.31% |
$1.04M - $1.12M
|
44.8K
$1.14M
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
40.2K+ 109.28% |
$1.03M - $1.11M
|
77K
$1.96M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
38.9KNew |
$999K - $1.08M
|
38.9K
$990K
|
|
|
Jul 15, 2022
Q2 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
38.7K+ 21.71% |
$993K - $1.07M
|
217K
$5.52M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
38K+ 106.75% |
$975K - $1.05M
|
73.6K
$1.87M
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
37.5K+ 13.23% |
$961K - $1.04M
|
321K
$8.15M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
36.9K+ 2.92% |
$946K - $1.02M
|
1.3M
$33.1M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35.3K+ 81.4% |
$906K - $978K
|
78.7K
$2M
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
33.2KNew |
$852K - $920K
|
33.2K
$845K
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
31.1K+ 0.9% |
$798K - $862K
|
3.49M
$88.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
30.9K+ 251.31% |
$793K - $856K
|
43.2K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
30.3K+ 251.78% |
$778K - $840K
|
42.3K
$1.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
29.2KNew |
$748K - $808K
|
29.2K
$742K
|
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
28.9K+ 141.46% |
$741K - $800K
|
49.3K
$1.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
27.4K+ 4.28% |
$703K - $759K
|
667K
$17M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.8K+ 89.27% |
$687K - $742K
|
56.8K
$1.44M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
25.9KNew |
$665K - $718K
|
25.9K
$660K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25.7K+ 41.37% |
$660K - $713K
|
87.9K
$2.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
25KNew |
$641K - $692K
|
25K
$635K
|
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
24.9K+ 196.32% |
$640K - $691K
|
37.6K
$958K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
24.2K+ 110.66% |
$620K - $670K
|
46K
$1.17M
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
23.5K+ 15.32% |
$603K - $651K
|
177K
$4.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.2K+ 50.73% |
$596K - $644K
|
69K
$1.76M
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
22K+ 29.96% |
$565K - $610K
|
95.5K
$2.43M
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
21.9KNew |
$561K - $606K
|
21.9K
$556K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
21K+ 50.75% |
$538K - $581K
|
62.2K
$1.58M
|
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
20.8K+ 5.7% |
$533K - $575K
|
385K
$9.79M
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
20.7K+ 4.49% |
$532K - $574K
|
482K
$12.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
18.8K+ 137.42% |
$482K - $520K
|
32.4K
$825K
|
|
|
Nov 19, 2024
Q2 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
18K+ 13.88% |
$462K - $499K
|
148K
$3.75M
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
16.4KNew |
$422K - $455K
|
16.4K
$418K
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
16.1K+ 11.33% |
$414K - $447K
|
158K
$4.03M
|
|
|
Jul 18, 2022
Q2 2022
|
Capitol Family Office, Inc.
|
BUY
|
- |
15.3K+ 2.82% |
$392K - $423K
|
557K
$14.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.8K+ 204.24% |
$380K - $410K
|
22K
$561K
|
|
|
Aug 15, 2022
Q2 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.7K+ 42.19% |
$351K - $378K
|
46K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.8K+ 19.45% |
$327K - $353K
|
78.3K
$1.99M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
11.3KNew |
$289K - $312K
|
11.3K
$286K
|