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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.12K+ 0.43% |
$104K - $107K
|
961K
$24.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.98KNew |
$100K - $104K
|
3.98K
$100K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.84K+ 0.12% |
$96.8K - $99.9K
|
3.3M
$83.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.84K+ 0.12% |
$96.8K - $99.9K
|
3.3M
$83.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.82K+ 11.95% |
$96.3K - $99.3K
|
35.7K
$903K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.79K+ 8.21% |
$95.6K - $98.6K
|
50K
$1.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.46K+ 4.62% |
$87.1K - $89.9K
|
78.2K
$1.98M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
3.38K+ 3.24% |
$85.3K - $88K
|
108K
$2.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.13K+ 21.29% |
$78.9K - $81.4K
|
17.8K
$450K
|
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.02K+ 2.07% |
$76.1K - $78.5K
|
148K
$3.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.01K+ 6.4% |
$75.8K - $78.2K
|
50K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.77K+ 1.4% |
$69.8K - $72K
|
201K
$5.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.39K+ 0.94% |
$60.1K - $62K
|
257K
$6.49M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.38K+ 5.23% |
$59.9K - $61.8K
|
47.8K
$1.21M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.37KNew |
$59.7K - $61.6K
|
2.37K
$59.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.34K+ 14.82% |
$59K - $60.8K
|
18.1K
$458K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.16K+ 4.95% |
$54.5K - $56.2K
|
45.9K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.99KNew |
$50.2K - $51.7K
|
1.99K
$50.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.92K+ 1.72% |
$48.3K - $49.8K
|
113K
$2.86M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.9K+ 1920.2% |
$47.9K - $49.4K
|
2K
$50.5K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.84KNew |
$46.4K - $47.9K
|
1.84K
$46.5K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.83K+ 8.84% |
$46.2K - $47.6K
|
22.5K
$569K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.76K+ 0.08% |
$44.4K - $45.8K
|
2.25M
$56.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.68K+ 218.88% |
$42.4K - $43.7K
|
2.45K
$61.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.55K+ 4.12% |
$39K - $40.2K
|
39K
$986K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.45K+ 0.7% |
$36.4K - $37.6K
|
209K
$5.28M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.41K+ 0.29% |
$35.6K - $36.7K
|
481K
$12.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.39K+ 2.52% |
$35K - $36.1K
|
56.4K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.35K+ 1.85% |
$34.1K - $35.1K
|
74.4K
$1.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
1.33K+ 0.88% |
$33.5K - $34.5K
|
153K
$3.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.16K+ 6.59% |
$29.1K - $30K
|
18.7K
$472K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.15K+ 0.17% |
$29.1K - $30K
|
689K
$17.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.1K+ 0.91% |
$27.7K - $28.6K
|
122K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$27K - $27.9K
|
1.07K
$27K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.03K+ 897.39% |
$26K - $26.8K
|
1.15K
$29K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.01K+ 5.79% |
$25.4K - $26.2K
|
18.4K
$465K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1KNew |
$25.2K - $26K
|
1K
$25.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
965New |
$24.3K - $25.1K
|
965
$24.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
946New |
$23.9K - $24.6K
|
946
$23.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
901+ 9.95% |
$22.7K - $23.4K
|
9.96K
$251K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
861+ 1.63% |
$21.7K - $22.4K
|
53.8K
$1.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
859+ 4.57% |
$21.7K - $22.3K
|
19.7K
$496K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
858+ 3.09% |
$21.6K - $22.3K
|
28.6K
$723K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
857+ 2.45% |
$21.6K - $22.3K
|
35.8K
$904K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
636+ 0.18% |
$16K - $16.5K
|
358K
$9.03M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
627+ 112.97% |
$15.8K - $16.3K
|
1.18K
$29.8K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
627+ 112.97% |
$15.8K - $16.3K
|
1.18K
$29.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
606New |
$15.3K - $15.8K
|
606
$15.3K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
580+ 1348.84% |
$14.6K - $15.1K
|
623
$15.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
557+ 3.99% |
$14K - $14.5K
|
14.5K
$366K
|