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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11.9K+ 25.91% |
$295K - $322K
|
57.9K
$1.47M
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.8KNew |
$293K - $319K
|
11.8K
$301K
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
11.8KNew |
$292K - $319K
|
11.8K
$300K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.5K+ 4.99% |
$284K - $309K
|
241K
$6.13M
|
|
Nov 14, 2022
Q3 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
11KNew |
$272K - $297K
|
11K
$280K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
11K+ 751.41% |
$271K - $296K
|
12.4K
$316K
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.7K+ 281.4% |
$265K - $290K
|
14.5K
$370K
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.7KNew |
$264K - $288K
|
10.7K
$271K
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.6K+ 20.79% |
$262K - $285K
|
61.4K
$1.56M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.4KNew |
$257K - $280K
|
10.4K
$264K
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.69K+ 5.48% |
$240K - $262K
|
187K
$4.75M
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.61K+ 2.23% |
$238K - $259K
|
441K
$11.2M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.59K+ 19.75% |
$237K - $259K
|
58.1K
$1.48M
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.38KNew |
$232K - $253K
|
9.38K
$239K
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.38KNew |
$232K - $253K
|
9.38K
$239K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.05K+ 11.5% |
$224K - $244K
|
87.7K
$2.23M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.87KNew |
$219K - $239K
|
8.87K
$226K
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8.66K+ 27.61% |
$214K - $234K
|
40K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.59K+ 41.48% |
$213K - $232K
|
29.3K
$745K
|
|
Nov 14, 2022
Q3 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
8.56KNew |
$212K - $231K
|
8.56K
$218K
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
8.3KNew |
$205K - $224K
|
8.3K
$211K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.46K+ 4.38% |
$185K - $201K
|
178K
$4.52M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.35K+ 1.09% |
$182K - $198K
|
679K
$17.3M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.34K+ 7.5% |
$182K - $198K
|
105K
$2.68M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.23K+ 26.04% |
$179K - $195K
|
35K
$891K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.77K+ 9.81% |
$168K - $183K
|
75.8K
$1.93M
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
6.66K+ 10.37% |
$165K - $180K
|
70.8K
$1.8M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.58K+ 404.3% |
$163K - $178K
|
8.21K
$209K
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
6.35K+ 13.41% |
$157K - $171K
|
53.7K
$1.37M
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6.33KNew |
$157K - $171K
|
6.33K
$161K
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.94K+ 2.17% |
$147K - $160K
|
279K
$7.11M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.69K+ 7.81% |
$141K - $154K
|
78.5K
$2M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.98K+ 30.73% |
$123K - $134K
|
21.2K
$538K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
4.82K+ 3.38% |
$119K - $130K
|
147K
$3.75M
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
4.52K+ 2.89% |
$112K - $122K
|
161K
$4.09M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.46K+ 18.52% |
$110K - $120K
|
28.5K
$726K
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.06K+ 10.05% |
$101K - $110K
|
44.5K
$1.13M
|
|
Oct 27, 2022
Q3 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.99K+ 14.49% |
$98.9K - $108K
|
31.6K
$803K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.6K+ 46.8% |
$89K - $97.1K
|
11.3K
$287K
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.21K+ 2.78% |
$79.4K - $86.7K
|
119K
$3.02M
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.97K+ 25.16% |
$73.4K - $80.1K
|
14.8K
$375K
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.89K+ 0.43% |
$71.6K - $78.1K
|
670K
$17.1M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.77K+ 24.59% |
$68.5K - $74.8K
|
14K
$357K
|
|
Nov 09, 2022
Q3 2022
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.7K+ 2.27% |
$66.8K - $72.9K
|
121K
$3.09M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.63K+ 4.64% |
$65.2K - $71.1K
|
59.3K
$1.51M
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.56K+ 14.91% |
$63.4K - $69.1K
|
19.7K
$502K
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
2.49K+ 0.07% |
$61.5K - $67.1K
|
3.49M
$88.8M
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
2.35K+ 5.51% |
$58.2K - $63.5K
|
45K
$1.15M
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.35K+ 1.61% |
$58.1K - $63.4K
|
148K
$3.77M
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2K+ 15.81% |
$49.4K - $53.9K
|
14.6K
$372K
|