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 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11K+ 6.67% |
$283K - $305K
|
176K
$4.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.9K+ 62.05% |
$280K - $303K
|
28.5K
$726K
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
10.8KNew |
$278K - $301K
|
10.8K
$276K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.7K+ 1.54% |
$276K - $298K
|
706K
$18M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
10.5K+ 81.65% |
$269K - $290K
|
23.3K
$593K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.5K+ 137.35% |
$269K - $290K
|
18.1K
$461K
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
10.1K+ 6.92% |
$260K - $280K
|
156K
$3.98M
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
9.9KNew |
$254K - $274K
|
9.9K
$252K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.77K+ 6.08% |
$251K - $271K
|
170K
$4.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.6KNew |
$246K - $266K
|
9.6K
$244K
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
9.15K+ 3.26% |
$235K - $253K
|
289K
$7.36M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
8.98K+ 4.53% |
$230K - $249K
|
207K
$5.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.25K+ 66.26% |
$212K - $229K
|
20.7K
$527K
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.17KNew |
$210K - $227K
|
8.17K
$208K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.13KNew |
$209K - $225K
|
8.13K
$207K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.98K+ 6.2% |
$205K - $221K
|
137K
$3.48M
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
7.8KNew |
$200K - $216K
|
7.8K
$198K
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7.53K+ 49.11% |
$193K - $209K
|
22.9K
$582K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
7.48K+ 15.16% |
$192K - $207K
|
56.8K
$1.44M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.68K+ 0.88% |
$171K - $185K
|
764K
$19.4M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6.6K+ 17.59% |
$169K - $183K
|
44.1K
$1.12M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.55K+ 8.26% |
$143K - $154K
|
72.8K
$1.85M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.55K+ 5.14% |
$142K - $154K
|
113K
$2.89M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
5.51K+ 51.48% |
$142K - $153K
|
16.2K
$413K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.48K+ 6.6% |
$141K - $152K
|
88.5K
$2.25M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5.16KNew |
$132K - $143K
|
5.16K
$131K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
4.7K+ 17.39% |
$121K - $130K
|
31.7K
$807K
|
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
4.45K+ 7.45% |
$114K - $123K
|
64.2K
$1.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.9K+ 3.51% |
$100K - $108K
|
115K
$2.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.85K+ 46.99% |
$98.8K - $107K
|
12K
$306K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.56K+ 4.44% |
$91.4K - $98.7K
|
83.8K
$2.13M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.25K+ 4.62% |
$83.5K - $90.1K
|
73.7K
$1.88M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.25K+ 3.12% |
$83.5K - $90.1K
|
107K
$2.73M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.12K+ 452.46% |
$80.1K - $86.5K
|
3.81K
$97K
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.94K+ 17.13% |
$75.5K - $81.5K
|
20.1K
$512K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.83K+ 1.39% |
$72.6K - $78.4K
|
206K
$5.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.45K+ 2.18% |
$62.8K - $67.8K
|
115K
$2.91M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.31K+ 14.82% |
$59.3K - $64K
|
17.9K
$455K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.17K+ 8.46% |
$55.7K - $60.2K
|
27.8K
$708K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.99K+ 39.16% |
$51.1K - $55.2K
|
7.08K
$180K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.97K+ 0.35% |
$50.5K - $54.5K
|
569K
$14.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.95K+ 3892.0% |
$50K - $53.9K
|
2K
$50.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
1.93KNew |
$49.5K - $53.5K
|
1.93K
$49.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.92KNew |
$49.2K - $53.1K
|
1.92K
$48.8K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.92K+ 4.97% |
$49.2K - $53.1K
|
40.4K
$1.03M
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.75K+ 7.25% |
$45K - $48.5K
|
25.9K
$659K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.6K+ 19.91% |
$41K - $44.3K
|
9.62K
$245K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.37KNew |
$35.2K - $38K
|
1.37K
$34.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.33K+ 2.75% |
$34.1K - $36.8K
|
49.5K
$1.26M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.25K+ 5.46% |
$32K - $34.6K
|
24.1K
$613K
|