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 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-8.18K- 3.53% |
$210K - $227K
|
224K
$5.69M
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.35K- 6.09% |
$214K - $231K
|
129K
$3.27M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.61K- 43.16% |
$221K - $238K
|
11.3K
$288K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.75K- 3.85% |
$225K - $242K
|
219K
$5.56M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.87KClosed |
$228K - $246K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-9.2KClosed |
$236K - $255K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-11.1KClosed |
$285K - $308K
|
0
$0
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-11.3KClosed |
$290K - $313K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
SELL
|
- |
-11.7KClosed |
$299K - $323K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-12.1K- 6.21% |
$312K - $336K
|
183K
$4.66M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.5K- 11.02% |
$320K - $345K
|
100K
$2.56M
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-12.8K- 39.62% |
$327K - $353K
|
19.4K
$495K
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.4KClosed |
$344K - $372K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-13.6K- 5.35% |
$350K - $377K
|
241K
$6.13M
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-14K- 30.81% |
$358K - $387K
|
31.4K
$798K
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-14K- 4.25% |
$359K - $387K
|
315K
$8.01M
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14.9K- 40.41% |
$382K - $412K
|
21.9K
$558K
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-15.2KClosed |
$391K - $422K
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15.6K- 6.03% |
$400K - $432K
|
243K
$6.18M
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-16.5K- 10.17% |
$424K - $458K
|
146K
$3.71M
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-16.6K- 4.96% |
$427K - $461K
|
319K
$8.11M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-16.8K- 34.18% |
$431K - $465K
|
32.3K
$822K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.1K- 33.41% |
$438K - $473K
|
34K
$866K
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-17.2K- 28.13% |
$441K - $476K
|
43.9K
$1.12M
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-17.7K- 5.64% |
$453K - $489K
|
295K
$7.51M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.2K- 3.71% |
$467K - $504K
|
471K
$12M
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-19.5K- 8.01% |
$501K - $541K
|
224K
$5.71M
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-20.7K- 58.98% |
$531K - $573K
|
14.4K
$366K
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-20.8K- 6.66% |
$533K - $575K
|
291K
$7.4M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23K- 16.27% |
$590K - $636K
|
118K
$3.01M
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-23.7K- 5.36% |
$608K - $657K
|
419K
$10.6M
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-25K- 58.84% |
$642K - $693K
|
17.5K
$445K
|
|
Aug 05, 2022
Q2 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-25KClosed |
$642K - $693K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-25.1K- 9.46% |
$644K - $695K
|
240K
$6.11M
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-25.1K- 58.47% |
$645K - $696K
|
17.8K
$454K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-25.1K- 38.06% |
$645K - $697K
|
40.9K
$1.04M
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-25.5K- 19.65% |
$656K - $708K
|
104K
$2.66M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.9K- 6.78% |
$664K - $717K
|
356K
$9.05M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25.9K- 3.96% |
$665K - $718K
|
629K
$16M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-26.5K- 57.62% |
$679K - $733K
|
19.5K
$495K
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-27.4K- 12.6% |
$704K - $760K
|
190K
$4.84M
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-30.1K- 24.42% |
$772K - $833K
|
93.1K
$2.37M
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-30.6K- 57.76% |
$785K - $848K
|
22.4K
$569K
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-32K- 11.22% |
$821K - $886K
|
253K
$6.44M
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-32.9K- 9.57% |
$844K - $911K
|
311K
$7.9M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-34.8K- 4.71% |
$894K - $965K
|
705K
$17.9M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-35.5KClosed |
$910K - $983K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-35.8K- 7.19% |
$918K - $991K
|
462K
$11.7M
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
SELL
|
- |
-36.5KClosed |
$936K - $1.01M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-38KClosed |
$976K - $1.05M
|
0
$0
|