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 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
541New |
$13.6K - $14.1K
|
541
$13.8K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
516New |
$13K - $13.4K
|
516
$13.1K
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
490+ 0.87% |
$12.4K - $12.7K
|
57.1K
$1.45M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
457New |
$11.5K - $11.9K
|
457
$11.6K
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
453+ 1.38% |
$11.4K - $11.8K
|
33.2K
$844K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
354+ 1.97% |
$8.93K - $9.21K
|
18.3K
$466K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
294+ 4.18% |
$7.41K - $7.65K
|
7.33K
$187K
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
293+ 2.88% |
$7.39K - $7.62K
|
10.5K
$266K
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
291+ 2.37% |
$7.34K - $7.57K
|
12.5K
$319K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
212New |
$5.35K - $5.51K
|
212
$5.39K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
191+ 2.08% |
$4.82K - $4.97K
|
9.38K
$239K
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
179+ 2.14% |
$4.51K - $4.66K
|
8.53K
$217K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
166New |
$4.19K - $4.32K
|
166
$4.22K
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
156+ 0.95% |
$3.93K - $4.06K
|
16.5K
$421K
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
151+ 0.7% |
$3.81K - $3.93K
|
21.7K
$553K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
148+ 0.29% |
$3.73K - $3.85K
|
51.4K
$1.31M
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
141+ 2.06% |
$3.56K - $3.67K
|
7K
$178K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
131New |
$3.3K - $3.41K
|
131
$3.33K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
84New |
$2.12K - $2.18K
|
84
$2.14K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
80+ 0.43% |
$2.02K - $2.08K
|
18.9K
$480K
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
74+ 0.34% |
$1.87K - $1.92K
|
21.9K
$557K
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
66+ 0.25% |
$1.66K - $1.72K
|
26.2K
$667K
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
65+ 0.7% |
$1.64K - $1.69K
|
9.4K
$239K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
62+ 0.54% |
$1.56K - $1.61K
|
11.6K
$294K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
62+ 11.44% |
$1.56K - $1.61K
|
604
$15.4K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
44New |
$1.11K - $1.14K
|
44
$1.12K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
28New |
$706 - $728
|
28
$712
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
13+ 0.81% |
$328 - $338
|
1.61K
$41K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 0.06% |
$277 - $286
|
18.2K
$463K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
5+ 0.54% |
$126 - $130
|
931
$23.7K
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5+ 0.1% |
$126 - $130
|
4.91K
$125K
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5+ 0.01% |
$126 - $130
|
58.6K
$1.49M
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
4+ 0.89% |
$101 - $104
|
454
$11.5K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 1.18% |
$75.7 - $78
|
258
$6.56K
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-13- 0.08% |
$328 - $338
|
15.3K
$390K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-49- 76.56% |
$1.24K - $1.27K
|
15
$382
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-61- 0.2% |
$1.54K - $1.59K
|
29.8K
$759K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-76- 0.69% |
$1.92K - $1.98K
|
11K
$280K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-88- 0.47% |
$2.22K - $2.29K
|
18.7K
$477K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-108- 1.19% |
$2.72K - $2.81K
|
8.95K
$228K
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-195- 1.82% |
$4.92K - $5.07K
|
10.5K
$268K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-209- 2.47% |
$5.27K - $5.44K
|
8.24K
$210K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-228- 81.14% |
$5.75K - $5.93K
|
53
$1.35K
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-248- 0.38% |
$6.25K - $6.45K
|
65.1K
$1.66M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-261- 1.4% |
$6.58K - $6.79K
|
18.4K
$467K
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-293- 0.82% |
$7.39K - $7.62K
|
35.5K
$902K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-305- 69.16% |
$7.69K - $7.93K
|
136
$3.46K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-316- 0.89% |
$7.97K - $8.22K
|
35.3K
$898K
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-341- 2.94% |
$8.6K - $8.87K
|
11.3K
$286K
|