Purchases and Sales Made in Q2 2023 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q2 2023. 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 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.99M+ 69649.1% |
$176M - $182M
|
7M
$178M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.3M+ 19.52% |
$83.1M - $85.7M
|
20.2M
$514M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.5M+ 65.4% |
$63.1M - $65M
|
6.32M
$161M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.15M+ 41.08% |
$54.3M - $56M
|
7.39M
$188M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.48MNew |
$37.4M - $38.6M
|
1.48M
$37.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.41M+ 102.57% |
$35.6M - $36.7M
|
2.79M
$70.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.3MNew |
$32.7M - $33.7M
|
1.3M
$33M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
856K+ 538.9% |
$21.6M - $22.3M
|
1.02M
$25.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
616K+ 57.91% |
$15.5M - $16M
|
1.68M
$42.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
572K+ 32.11% |
$14.4M - $14.9M
|
2.35M
$59.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
546K+ 58.88% |
$13.8M - $14.2M
|
1.47M
$37.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
504K+ 1889.65% |
$12.7M - $13.1M
|
531K
$13.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
485K+ 1180.81% |
$12.2M - $12.6M
|
526K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
354K+ 12.23% |
$8.92M - $9.2M
|
3.25M
$82.6M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
331K+ 7802.24% |
$8.35M - $8.61M
|
335K
$8.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
323K+ 44.78% |
$8.14M - $8.4M
|
1.04M
$26.6M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
292K+ 4.04% |
$7.36M - $7.59M
|
7.51M
$191M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
272K+ 54.59% |
$6.85M - $7.07M
|
770K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
271K+ 12.41% |
$6.84M - $7.05M
|
2.46M
$62.5M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
250K+ 238.22% |
$6.31M - $6.5M
|
355K
$9.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
247K+ 25.88% |
$6.23M - $6.42M
|
1.2M
$30.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
230KNew |
$5.81M - $5.99M
|
230K
$5.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
223K+ 17.06% |
$5.62M - $5.79M
|
1.53M
$38.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
219K+ 10.04% |
$5.51M - $5.69M
|
2.4M
$60.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
214K+ 315.95% |
$5.4M - $5.57M
|
282K
$7.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
170KNew |
$4.28M - $4.42M
|
170K
$4.32M
|
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
163K+ 114.79% |
$4.12M - $4.25M
|
306K
$7.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
158K+ 137.68% |
$3.98M - $4.11M
|
272K
$6.93M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
155K+ 19.97% |
$3.91M - $4.03M
|
931K
$23.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
135K+ 36.45% |
$3.4M - $3.5M
|
504K
$12.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
134K+ 154.31% |
$3.37M - $3.47M
|
220K
$5.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
126K+ 18.06% |
$3.17M - $3.27M
|
823K
$20.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
110KNew |
$2.76M - $2.85M
|
110K
$2.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
109K+ 24.26% |
$2.75M - $2.84M
|
558K
$14.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
97.8K+ 1000.63% |
$2.47M - $2.54M
|
108K
$2.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
95.4K+ 17.82% |
$2.41M - $2.48M
|
631K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
94K+ 28.4% |
$2.37M - $2.44M
|
425K
$10.8M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
89.5KNew |
$2.26M - $2.33M
|
89.5K
$2.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
83.6K+ 16.15% |
$2.11M - $2.17M
|
601K
$15.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
79.7K+ 15.96% |
$2.01M - $2.07M
|
579K
$14.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
74.4KNew |
$1.88M - $1.93M
|
74.4K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
73.2K+ 10.38% |
$1.85M - $1.9M
|
778K
$19.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
71.4K+ 16.14% |
$1.8M - $1.86M
|
513K
$13.1M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
70.9K+ 25.96% |
$1.79M - $1.85M
|
344K
$8.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
68.9KNew |
$1.74M - $1.79M
|
68.9K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
68.1K+ 20.02% |
$1.72M - $1.77M
|
408K
$10.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
66.9K+ 219.16% |
$1.69M - $1.74M
|
97.4K
$2.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
66.3KNew |
$1.67M - $1.73M
|
66.3K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
64.5K+ 20.06% |
$1.63M - $1.68M
|
386K
$9.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
61K+ 3.04% |
$1.54M - $1.59M
|
2.07M
$52.5M
|