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
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
54.9K+ 2.98% |
$1.36M - $1.48M
|
1.9M
$48.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
54K+ 189.19% |
$1.34M - $1.46M
|
82.5K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
52.9K+ 12.33% |
$1.31M - $1.43M
|
482K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.5K+ 7.22% |
$1.3M - $1.42M
|
779K
$19.8M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
51.5K+ 27.78% |
$1.27M - $1.39M
|
237K
$6.02M
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
49.9KNew |
$1.24M - $1.35M
|
49.9K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
49.1K+ 429.57% |
$1.22M - $1.33M
|
60.6K
$1.54M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
48.5KNew |
$1.2M - $1.31M
|
48.5K
$1.23M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
44.6K+ 111.01% |
$1.1M - $1.2M
|
84.8K
$2.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
41.8K+ 9.06% |
$1.04M - $1.13M
|
504K
$12.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
41.7KNew |
$1.03M - $1.13M
|
41.7K
$1.06M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
40.3K+ 495.22% |
$997K - $1.09M
|
48.4K
$1.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
39.1KNew |
$968K - $1.06M
|
39.1K
$995K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.7K+ 4.37% |
$883K - $964K
|
852K
$21.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
35.7K+ 2.74% |
$882K - $963K
|
1.34M
$34M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
34.2K+ 19.86% |
$848K - $925K
|
207K
$5.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
34.2K+ 211.09% |
$848K - $925K
|
50.5K
$1.28M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
34.1K+ 77.78% |
$845K - $922K
|
78K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
32.6K+ 8.53% |
$807K - $881K
|
415K
$10.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
32K+ 33.53% |
$793K - $865K
|
128K
$3.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
31.6K+ 5.3% |
$782K - $853K
|
628K
$16M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
29.9K+ 35.49% |
$739K - $806K
|
114K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
28.6KNew |
$707K - $771K
|
28.6K
$726K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.9K+ 34.33% |
$666K - $726K
|
105K
$2.68M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
26.2K+ 59.44% |
$649K - $708K
|
70.3K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
24K+ 2.39% |
$594K - $648K
|
1.03M
$26.2M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
23.8K+ 9.81% |
$590K - $643K
|
267K
$6.78M
|
|
|
Nov 17, 2022
Q3 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
23.7K+ 5.63% |
$587K - $641K
|
445K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
23.6K+ 3.75% |
$583K - $636K
|
652K
$16.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
23.3KNew |
$576K - $628K
|
23.3K
$592K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23K+ 2.36% |
$569K - $621K
|
998K
$25.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
20.4K+ 26.57% |
$506K - $552K
|
97.4K
$2.48M
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
20.2K+ 46.79% |
$500K - $546K
|
63.4K
$1.61M
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
19K+ 6.58% |
$471K - $514K
|
308K
$7.85M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18.9K+ 43.41% |
$467K - $509K
|
62.3K
$1.58M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18.9K+ 43.41% |
$467K - $509K
|
62.3K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
18.8KNew |
$466K - $508K
|
18.8K
$479K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
17.6K+ 3.26% |
$435K - $474K
|
556K
$14.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
17.3KNew |
$427K - $466K
|
17.3K
$439K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
17.2K+ 37.31% |
$425K - $464K
|
63.2K
$1.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
17K+ 5.46% |
$420K - $458K
|
328K
$8.34M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16KNew |
$395K - $431K
|
16K
$406K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
15.9K+ 21.64% |
$394K - $430K
|
89.5K
$2.28M
|
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
15.4KNew |
$382K - $417K
|
15.4K
$393K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
13.5KNew |
$335K - $366K
|
13.5K
$345K
|
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
13.4K+ 9.05% |
$331K - $361K
|
161K
$4.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
13K+ 6.29% |
$321K - $350K
|
219K
$5.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.8K+ 53.02% |
$316K - $345K
|
36.9K
$938K
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.3K+ 78.92% |
$304K - $332K
|
27.9K
$709K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12K+ 6.8% |
$297K - $324K
|
188K
$4.79M
|