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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
57.2K+ 25.87% |
$1.44M - $1.49M
|
278K
$7.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
56.5K+ 1.77% |
$1.43M - $1.47M
|
3.24M
$81.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
53.3K+ 3.45% |
$1.34M - $1.39M
|
1.6M
$40.4M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
50.3K+ 229.73% |
$1.27M - $1.31M
|
72.1K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
50KNew |
$1.26M - $1.3M
|
50K
$1.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
48.7K+ 45.52% |
$1.23M - $1.27M
|
156K
$3.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
48.4K+ 93.0% |
$1.22M - $1.26M
|
100K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46.4K+ 7.92% |
$1.17M - $1.21M
|
632K
$16M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
45.6K+ 293.67% |
$1.15M - $1.19M
|
61.1K
$1.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
45.1K+ 314.57% |
$1.14M - $1.17M
|
59.5K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.9K+ 8.45% |
$1.13M - $1.17M
|
576K
$14.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
41.6K+ 2.93% |
$1.05M - $1.08M
|
1.46M
$36.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
40.5K+ 6.2% |
$1.02M - $1.05M
|
693K
$17.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
39.6K+ 2.17% |
$998K - $1.03M
|
1.87M
$47.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
38.7K+ 29.89% |
$976K - $1.01M
|
168K
$4.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
36.3K+ 5.2% |
$916K - $944K
|
735K
$18.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
35.8KNew |
$902K - $930K
|
35.8K
$903K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
35.7K+ 5.04% |
$901K - $929K
|
745K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35.2K+ 36.48% |
$888K - $915K
|
132K
$3.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
32.9KNew |
$830K - $856K
|
32.9K
$831K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
32K+ 55.66% |
$807K - $832K
|
89.5K
$2.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
31.2K+ 5.93% |
$787K - $812K
|
557K
$14.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
30.9K+ 34.96% |
$780K - $804K
|
119K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.7K+ 2.04% |
$774K - $798K
|
1.54M
$38.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
29.8K+ 6.51% |
$753K - $776K
|
489K
$12.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
28.5K+ 57.03% |
$718K - $740K
|
78.4K
$1.98M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
28K+ 29.12% |
$706K - $729K
|
124K
$3.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
27.7K+ 4.2% |
$698K - $720K
|
686K
$17.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27K+ 2.56% |
$682K - $703K
|
1.08M
$27.4M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
26.6K+ 12.66% |
$671K - $692K
|
237K
$5.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
25.3K+ 4.68% |
$637K - $657K
|
565K
$14.3M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
24.7K+ 0.33% |
$622K - $641K
|
7.51M
$190M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
24.2K+ 70.03% |
$611K - $630K
|
58.8K
$1.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
24KNew |
$606K - $625K
|
24K
$607K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23.1K+ 10.15% |
$584K - $602K
|
251K
$6.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
22.5K+ 123.83% |
$567K - $585K
|
40.7K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.3K+ 17.17% |
$562K - $579K
|
152K
$3.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
22.2KNew |
$560K - $578K
|
22.2K
$561K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
21.3K+ 7.54% |
$537K - $553K
|
303K
$7.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18.2K+ 30.15% |
$459K - $473K
|
78.6K
$1.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
17.9K+ 5.25% |
$451K - $465K
|
358K
$9.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.2K+ 105.8% |
$433K - $446K
|
33.4K
$843K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
17.1KNew |
$431K - $445K
|
17.1K
$432K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
17K+ 3.34% |
$429K - $443K
|
526K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.5K+ 10.58% |
$417K - $430K
|
173K
$4.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.2K+ 111.33% |
$409K - $421K
|
30.8K
$777K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16K+ 2606.67% |
$404K - $417K
|
16.6K
$420K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
16K+ 21.34% |
$404K - $417K
|
91.1K
$2.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
15.9KNew |
$400K - $413K
|
15.9K
$401K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
15.9KNew |
$400K - $412K
|
15.9K
$400K
|