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 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
15.7K+ 1.96% |
$395K - $408K
|
814K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.7K+ 61.05% |
$395K - $407K
|
41.3K
$1.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
15.5K+ 3.65% |
$390K - $403K
|
440K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
15.4K+ 14.35% |
$390K - $402K
|
123K
$3.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14.3K+ 4.92% |
$362K - $373K
|
306K
$7.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12.9K+ 24.53% |
$325K - $336K
|
65.5K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
12.9K+ 1.33% |
$325K - $335K
|
978K
$24.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.8K+ 2.61% |
$322K - $332K
|
503K
$12.8M
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
12.6K+ 7.4% |
$317K - $327K
|
182K
$4.63M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12.2K+ 5.46% |
$308K - $317K
|
236K
$5.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12KNew |
$302K - $312K
|
12K
$305K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.4K+ 5.57% |
$287K - $295K
|
215K
$5.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
11.1K+ 2.34% |
$280K - $289K
|
486K
$12.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
10.6K+ 4.49% |
$266K - $275K
|
246K
$6.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
10.4K+ 6.92% |
$263K - $271K
|
161K
$4.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
9.96K+ 61.27% |
$251K - $259K
|
26.2K
$667K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.95K+ 7.66% |
$251K - $259K
|
140K
$3.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.47KNew |
$239K - $246K
|
9.47K
$241K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.32K+ 2.88% |
$235K - $242K
|
333K
$8.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
9.28KNew |
$234K - $241K
|
9.28K
$236K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
9.25KNew |
$233K - $240K
|
9.25K
$235K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
9.22K+ 13.98% |
$233K - $240K
|
75.2K
$1.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.06KNew |
$228K - $236K
|
9.06K
$230K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.04K+ 7.5% |
$228K - $235K
|
130K
$3.3M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
8.81K+ 39.57% |
$222K - $229K
|
31.1K
$791K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.8K+ 1.12% |
$222K - $229K
|
797K
$20.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
8.79KNew |
$222K - $229K
|
8.79K
$224K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
8.73K+ 5.31% |
$220K - $227K
|
173K
$4.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.66KNew |
$218K - $225K
|
8.66K
$220K
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
8.5KNew |
$214K - $221K
|
8.5K
$216K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.44KNew |
$213K - $219K
|
8.44K
$215K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.38KNew |
$211K - $218K
|
8.38K
$213K
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
8.36K+ 56.04% |
$211K - $217K
|
23.3K
$592K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.18K+ 5.29% |
$206K - $213K
|
163K
$4.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
8.07KNew |
$204K - $210K
|
8.07K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
8.04K+ 80.79% |
$203K - $209K
|
18K
$457K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
7.37K+ 85.28% |
$186K - $192K
|
16K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.12K+ 9.6% |
$180K - $185K
|
81.3K
$2.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.86K+ 3.08% |
$173K - $178K
|
229K
$5.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.8K+ 397.66% |
$171K - $177K
|
8.51K
$216K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.3K+ 646.97% |
$159K - $164K
|
7.27K
$185K
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
6.2K+ 18.85% |
$156K - $161K
|
39.1K
$995K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
5.8K+ 3.14% |
$146K - $151K
|
190K
$4.84M
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
5.41K+ 1.47% |
$136K - $141K
|
374K
$9.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.34KNew |
$135K - $139K
|
5.34K
$136K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.25K+ 26.76% |
$132K - $136K
|
24.9K
$632K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.23K+ 1.74% |
$132K - $136K
|
305K
$7.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
5.04K+ 5.41% |
$127K - $131K
|
98.2K
$2.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.91K+ 15.55% |
$124K - $128K
|
36.5K
$928K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
4.88KNew |
$123K - $127K
|
4.88K
$124K
|