Purchases and Sales Made in Q3 2022 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
2.37M+ 33.88% |
$58.5M - $63.9M
|
9.35M
$238M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
976K+ 81.35% |
$24.1M - $26.3M
|
2.18M
$55.3M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
916K+ 262.91% |
$22.7M - $24.7M
|
1.26M
$32.2M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
820K+ 10.34% |
$20.3M - $22.1M
|
8.75M
$223M
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
634K+ 49.83% |
$15.7M - $17.1M
|
1.91M
$48.5M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
616K+ 18.87% |
$15.2M - $16.6M
|
3.88M
$98.7M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
603K+ 7.64% |
$14.9M - $16.3M
|
8.49M
$216M
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
600K+ 123.2% |
$14.9M - $16.2M
|
1.09M
$27.7M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
503K+ 8.4% |
$12.5M - $13.6M
|
6.5M
$165M
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
400K+ 3205.97% |
$9.9M - $10.8M
|
412K
$10.5M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
382K+ 16.67% |
$9.45M - $10.3M
|
2.67M
$68M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
308K+ 13.13% |
$7.63M - $8.32M
|
2.66M
$67.6M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
306K+ 20.46% |
$7.57M - $8.25M
|
1.8M
$45.8M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
292K+ 140.87% |
$7.23M - $7.89M
|
499K
$12.7M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
267K+ 56.91% |
$6.61M - $7.21M
|
736K
$18.7M
|
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
265K+ 122.69% |
$6.55M - $7.15M
|
481K
$12.2M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
247K+ 604.52% |
$6.12M - $6.68M
|
288K
$7.33M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
240K+ 8.92% |
$5.94M - $6.48M
|
2.93M
$74.6M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
237KNew |
$5.86M - $6.39M
|
237K
$6.02M
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
220K+ 98.62% |
$5.46M - $5.95M
|
444K
$11.3M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
213K+ 5.41% |
$5.26M - $5.74M
|
4.14M
$105M
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
201KNew |
$4.97M - $5.42M
|
201K
$5.11M
|
|
Nov 03, 2022
Q3 2022
|
Univest Financial Corp
|
BUY
|
- |
201K+ 306.9% |
$4.96M - $5.42M
|
266K
$6.77M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
182K+ 72.18% |
$4.51M - $4.92M
|
435K
$11.1M
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
180K+ 5.54% |
$4.46M - $4.86M
|
3.43M
$87.3M
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
170K+ 18.4% |
$4.2M - $4.58M
|
1.09M
$27.8M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
159K+ 23.97% |
$3.94M - $4.3M
|
823K
$20.9M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
155K+ 22.02% |
$3.85M - $4.2M
|
862K
$21.9M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
140KNew |
$3.48M - $3.79M
|
140K
$3.57M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
137K+ 28.97% |
$3.38M - $3.69M
|
608K
$15.5M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
116K+ 12.73% |
$2.88M - $3.14M
|
1.03M
$26.2M
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
112K+ 5.97% |
$2.78M - $3.04M
|
2M
$50.8M
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
112K+ 185.18% |
$2.78M - $3.03M
|
173K
$4.4M
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
108K+ 68.2% |
$2.67M - $2.92M
|
266K
$6.78M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
101K+ 28.44% |
$2.51M - $2.73M
|
457K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100K+ 7.28% |
$2.49M - $2.71M
|
1.48M
$37.7M
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
100KNew |
$2.48M - $2.7M
|
100K
$2.55M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
98K+ 85.3% |
$2.42M - $2.64M
|
213K
$5.41M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
90.9KNew |
$2.25M - $2.46M
|
90.9K
$2.31M
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
83.3KNew |
$2.06M - $2.25M
|
83.3K
$2.12M
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
79.1K+ 44.64% |
$1.96M - $2.14M
|
256K
$6.52M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
76.6K+ 2.15% |
$1.9M - $2.07M
|
3.63M
$92.4M
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
73.4K+ 898.16% |
$1.82M - $1.98M
|
81.6K
$2.08M
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
73.3K+ 13.53% |
$1.82M - $1.98M
|
615K
$15.7M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
69.6K+ 11259.39% |
$1.72M - $1.88M
|
70.2K
$1.79M
|
|
Oct 21, 2022
Q3 2022
|
Brown Financial Advisory
|
BUY
|
- |
69.2K+ 64.33% |
$1.71M - $1.87M
|
177K
$4.5M
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
60.3K+ 263.69% |
$1.49M - $1.63M
|
83.2K
$2.12M
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
60.1K+ 41.34% |
$1.49M - $1.62M
|
205K
$5.23M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
57.3KNew |
$1.42M - $1.55M
|
57.3K
$1.46M
|
|
Oct 18, 2022
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
56.9K+ 5.5% |
$1.41M - $1.54M
|
1.09M
$27.8M
|