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 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-4.39K- 1.51% |
$111K - $114K
|
287K
$7.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-4.42K- 0.93% |
$111K - $115K
|
473K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.71K- 5.3% |
$119K - $123K
|
84.3K
$2.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.33K- 39.54% |
$134K - $139K
|
8.15K
$206K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.46K- 3.46% |
$138K - $142K
|
152K
$3.85M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.49K- 4.56% |
$139K - $143K
|
115K
$2.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-5.52K- 1.05% |
$139K - $144K
|
518K
$13.1M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.73K- 24.98% |
$145K - $149K
|
17.2K
$435K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.73K- 24.98% |
$145K - $149K
|
17.2K
$435K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.05K- 9.6% |
$153K - $157K
|
57K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-6.56K- 31.34% |
$165K - $171K
|
14.4K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.91K- 35.06% |
$174K - $180K
|
12.8K
$323K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-7.41K- 14.8% |
$187K - $193K
|
42.6K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.57K- 39.32% |
$191K - $197K
|
11.7K
$295K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-10.3K- 2.26% |
$259K - $267K
|
444K
$11.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.6K- 11.83% |
$267K - $276K
|
79K
$1.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.7K- 18.46% |
$269K - $278K
|
47.2K
$1.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-11K- 4.05% |
$276K - $285K
|
260K
$6.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-11.5K- 10.57% |
$289K - $298K
|
97.1K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-12.2K- 6.87% |
$307K - $317K
|
165K
$4.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-12.2K- 5.36% |
$309K - $318K
|
216K
$5.45M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.6KClosed |
$342K - $353K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14.3K- 20.83% |
$360K - $371K
|
54.2K
$1.37M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-14.6K- 22.89% |
$368K - $379K
|
49.1K
$1.24M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-14.9K- 14.3% |
$375K - $387K
|
89.1K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.7K- 18.96% |
$396K - $408K
|
67.1K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16.7K- 59.62% |
$420K - $433K
|
11.3K
$285K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-16.9K- 6.83% |
$426K - $439K
|
230K
$5.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.6K- 1.93% |
$443K - $457K
|
893K
$22.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-17.6K- 3.37% |
$444K - $458K
|
505K
$12.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-20.6K- 21.21% |
$518K - $535K
|
76.4K
$1.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-20.7K- 54.26% |
$521K - $538K
|
17.4K
$440K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-21K- 24.61% |
$529K - $545K
|
64.2K
$1.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-21.5K- 1.08% |
$542K - $559K
|
1.97M
$49.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-22K- 68.71% |
$554K - $571K
|
10K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.6K- 44.98% |
$571K - $589K
|
27.7K
$700K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-23.2K- 69.49% |
$586K - $604K
|
10.2K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-24.5K- 40.67% |
$619K - $638K
|
35.8K
$904K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27.3K- 3.35% |
$688K - $709K
|
787K
$19.9M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-29.7K- 48.2% |
$750K - $773K
|
31.9K
$807K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-30.1K- 8.92% |
$759K - $783K
|
307K
$7.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-31.7K- 2.97% |
$800K - $825K
|
1.04M
$26.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-32.3K- 9.2% |
$814K - $839K
|
318K
$8.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.2K- 5.89% |
$838K - $865K
|
531K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-34.1K- 77.85% |
$860K - $887K
|
9.7K
$245K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-36.2K- 54.49% |
$914K - $942K
|
30.3K
$764K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-37.3K- 9.27% |
$941K - $970K
|
365K
$9.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-37.4K- 29.88% |
$943K - $972K
|
87.7K
$2.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-37.9K- 36.12% |
$956K - $986K
|
67K
$1.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-42.5K- 8.49% |
$1.07M - $1.11M
|
459K
$11.6M
|