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 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.31K- 19.55% |
$59.3K - $64K
|
9.51K
$242K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.37K- 17.13% |
$60.7K - $65.5K
|
11.4K
$291K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.39K- 9.25% |
$61.2K - $66.1K
|
23.4K
$596K
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-2.64K- 12.37% |
$67.8K - $73.2K
|
18.7K
$476K
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.85K- 1.88% |
$73.1K - $78.9K
|
148K
$3.78M
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3K- 7.34% |
$76.9K - $83K
|
37.9K
$963K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.13KClosed |
$80.3K - $86.7K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.18K- 14.46% |
$81.7K - $88.1K
|
18.8K
$479K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.26K- 22.76% |
$83.7K - $90.3K
|
11.1K
$281K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.27K- 13.57% |
$83.9K - $90.6K
|
20.8K
$530K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.27K- 5.11% |
$84K - $90.7K
|
60.8K
$1.55M
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.31K- 1.85% |
$84.9K - $91.6K
|
175K
$4.45M
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.44KClosed |
$88.2K - $95.2K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.77KClosed |
$96.8K - $104K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.82K- 19.62% |
$98K - $106K
|
15.6K
$398K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.89KClosed |
$99.8K - $108K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.18K- 15.94% |
$107K - $116K
|
22K
$560K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.18K- 15.94% |
$107K - $116K
|
22K
$560K
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-4.29K- 4.27% |
$110K - $119K
|
96.2K
$2.45M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.3KClosed |
$110K - $119K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.37K- 22.51% |
$112K - $121K
|
15K
$382K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.46K- 10.0% |
$115K - $124K
|
40.2K
$1.02M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.81K- 4.69% |
$123K - $133K
|
97.7K
$2.49M
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.94K- 9.79% |
$127K - $137K
|
45.6K
$1.16M
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.2K- 0.51% |
$133K - $144K
|
1.01M
$25.6M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.24K- 21.59% |
$134K - $145K
|
19K
$484K
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.24K- 1.88% |
$135K - $145K
|
273K
$6.96M
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-5.38K- 1.99% |
$138K - $149K
|
265K
$6.75M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.82K- 9.3% |
$149K - $161K
|
56.7K
$1.44M
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.13K- 3.4% |
$157K - $170K
|
174K
$4.44M
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-6.31K- 29.2% |
$162K - $175K
|
15.3K
$389K
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.49K- 48.21% |
$167K - $180K
|
6.98K
$177K
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.49K- 48.21% |
$167K - $180K
|
6.98K
$177K
|
|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-6.6KClosed |
$169K - $183K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.73K- 1.89% |
$173K - $186K
|
348K
$8.86M
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-6.97K- 24.39% |
$179K - $193K
|
21.6K
$549K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.08K- 5.65% |
$182K - $196K
|
118K
$3.01M
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-7.2K- 26.8% |
$185K - $200K
|
19.7K
$500K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-7.3K- 28.96% |
$187K - $202K
|
17.9K
$456K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.31K- 2.81% |
$188K - $202K
|
253K
$6.43M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-7.37KClosed |
$189K - $204K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
SELL
|
- |
-7.41K- 29.24% |
$190K - $205K
|
17.9K
$456K
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-7.44KClosed |
$191K - $206K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-7.53KClosed |
$193K - $209K
|
0
$0
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.7K- 15.37% |
$198K - $213K
|
42.4K
$1.08M
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-7.86K- 39.93% |
$202K - $218K
|
11.8K
$301K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.98KClosed |
$205K - $221K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-8KClosed |
$205K - $222K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-8.05KClosed |
$207K - $223K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.12K- 0.7% |
$208K - $225K
|
1.15M
$29.3M
|