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 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-316- 0.89% |
$7.97K - $8.22K
|
35.3K
$890K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-341- 2.94% |
$8.6K - $8.87K
|
11.3K
$284K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-368- 6.52% |
$9.28K - $9.57K
|
5.28K
$133K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-416- 2.27% |
$10.5K - $10.8K
|
17.9K
$451K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-449- 0.24% |
$11.3K - $11.7K
|
184K
$4.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-465- 0.61% |
$11.7K - $12.1K
|
75.9K
$1.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-487- 3.13% |
$12.3K - $12.7K
|
15.1K
$380K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-516- 0.25% |
$13K - $13.4K
|
202K
$5.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-523- 42.04% |
$13.2K - $13.6K
|
721
$18.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-541- 2.26% |
$13.6K - $14.1K
|
23.3K
$589K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-552- 0.97% |
$13.9K - $14.4K
|
56.6K
$1.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-584- 21.37% |
$14.7K - $15.2K
|
2.15K
$54.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-584- 0.72% |
$14.7K - $15.2K
|
80.3K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-590- 4.8% |
$14.9K - $15.3K
|
11.7K
$295K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-606- 40.7% |
$15.3K - $15.8K
|
883
$22.3K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-622- 51.83% |
$15.7K - $16.2K
|
578
$14.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-669- 6.64% |
$16.9K - $17.4K
|
9.4K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-696- 7.14% |
$17.6K - $18.1K
|
9.05K
$228K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-699- 1.65% |
$17.6K - $18.2K
|
41.6K
$1.05M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-712- 4.12% |
$18K - $18.5K
|
16.6K
$418K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-712- 4.12% |
$18K - $18.5K
|
16.6K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-754- 0.16% |
$19K - $19.6K
|
481K
$12.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-758- 20.23% |
$19.1K - $19.7K
|
2.99K
$75.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-834- 1.98% |
$21K - $21.7K
|
41.3K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-844- 4.92% |
$21.3K - $22K
|
16.3K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-944- 11.33% |
$23.8K - $24.6K
|
7.39K
$186K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-995- 9.58% |
$25.1K - $25.9K
|
9.39K
$237K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.15K- 6.35% |
$29K - $29.9K
|
17K
$427K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.28K- 9.53% |
$32.4K - $33.4K
|
12.2K
$307K
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 0.81% |
$33.8K - $34.9K
|
165K
$4.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.38K- 12.45% |
$34.8K - $35.9K
|
9.71K
$245K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.41K- 10.89% |
$35.6K - $36.7K
|
11.5K
$291K
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-1.48K- 3.0% |
$37.4K - $38.6K
|
48K
$1.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.55K- 69.21% |
$39.1K - $40.3K
|
689
$17.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.59K- 14.54% |
$40.2K - $41.5K
|
9.37K
$236K
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-1.6K- 0.5% |
$40.2K - $41.5K
|
320K
$8.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.76K- 35.73% |
$44.4K - $45.8K
|
3.17K
$79.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.78K- 1.74% |
$44.9K - $46.3K
|
100K
$2.53M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.95K- 5.3% |
$49.1K - $50.6K
|
34.8K
$877K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 1.57% |
$51.1K - $52.7K
|
127K
$3.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.09K- 74.35% |
$52.6K - $54.3K
|
720
$18.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.34K- 9.31% |
$58.9K - $60.8K
|
22.8K
$574K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.46K- 2.21% |
$61.9K - $63.9K
|
109K
$2.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-2.52K- 14.83% |
$63.7K - $65.6K
|
14.5K
$365K
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-2.94K- 15.06% |
$74.2K - $76.5K
|
16.6K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-3K- 5.72% |
$75.7K - $78.1K
|
49.5K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.26K- 25.0% |
$82.1K - $84.7K
|
9.77K
$246K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.32K- 4.1% |
$83.8K - $86.4K
|
77.6K
$1.96M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.58K- 25.81% |
$90.2K - $93K
|
10.3K
$259K
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-3.58K- 0.38% |
$90.3K - $93.1K
|
927K
$23.4M
|