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 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-18K- 6.19% |
$445K - $486K
|
273K
$6.94M
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-18.3K- 5.82% |
$453K - $494K
|
296K
$7.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-18.6K- 3.86% |
$461K - $503K
|
464K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.2K- 19.64% |
$475K - $518K
|
78.5K
$2M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-21.2K- 54.32% |
$525K - $572K
|
17.8K
$454K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-21.7K- 8.17% |
$536K - $585K
|
244K
$6.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-22.9K- 9.5% |
$567K - $618K
|
218K
$5.55M
|
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-25.4K- 23.71% |
$630K - $687K
|
81.9K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-26.2K- 13.35% |
$649K - $708K
|
170K
$4.33M
|
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-27.2K- 14.17% |
$674K - $735K
|
165K
$4.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-27.9K- 11.02% |
$690K - $753K
|
225K
$5.73M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.6K- 4.06% |
$708K - $772K
|
676K
$17.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-29.6K- 20.26% |
$732K - $798K
|
116K
$2.96M
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-31.5K- 70.36% |
$780K - $851K
|
13.3K
$338K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-33K- 13.75% |
$817K - $892K
|
207K
$5.27M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-36.5K- 17.93% |
$903K - $985K
|
167K
$4.25M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-37.7K- 5.65% |
$933K - $1.02M
|
629K
$16M
|
|
|
Nov 01, 2022
Q3 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-39K- 6.65% |
$966K - $1.05M
|
548K
$13.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-40.4K- 99.7% |
$1M - $1.09M
|
123
$3.13K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-40.7K- 19.23% |
$1.01M - $1.1M
|
171K
$4.35M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-41.5K- 7.3% |
$1.03M - $1.12M
|
527K
$13.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-45.8K- 56.12% |
$1.13M - $1.24M
|
35.8K
$910K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-52.6K- 92.73% |
$1.3M - $1.42M
|
4.13K
$105K
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-53.2K- 57.19% |
$1.32M - $1.44M
|
39.8K
$1.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-54.1K- 12.94% |
$1.34M - $1.46M
|
364K
$9.27M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-55.4K- 10.77% |
$1.37M - $1.5M
|
459K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-60.9K- 65.76% |
$1.51M - $1.64M
|
31.7K
$807K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-61.3K- 98.44% |
$1.52M - $1.65M
|
968
$24.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-63.9K- 29.07% |
$1.58M - $1.72M
|
156K
$3.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-68.4K- 9.55% |
$1.69M - $1.85M
|
648K
$16.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-72K- 8.88% |
$1.78M - $1.94M
|
739K
$18.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-75.1K- 7.28% |
$1.86M - $2.03M
|
956K
$24.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-76.1K- 55.69% |
$1.88M - $2.06M
|
60.6K
$1.54M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-85.6K- 52.93% |
$2.12M - $2.31M
|
76.1K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-91.3K- 18.88% |
$2.26M - $2.46M
|
392K
$9.98M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-103K- 11.94% |
$2.54M - $2.77M
|
758K
$19.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-113K- 69.8% |
$2.8M - $3.06M
|
49K
$1.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-120K- 66.62% |
$2.98M - $3.25M
|
60.3K
$1.53M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-129K- 11.23% |
$3.18M - $3.47M
|
1.02M
$25.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-132K- 60.95% |
$3.27M - $3.57M
|
84.7K
$2.16M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-152K- 67.52% |
$3.75M - $4.09M
|
72.9K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-156K- 4.86% |
$3.87M - $4.22M
|
3.06M
$77.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-165K- 33.6% |
$4.08M - $4.45M
|
326K
$8.29M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-165K- 10.55% |
$4.09M - $4.46M
|
1.4M
$35.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-186K- 13.66% |
$4.61M - $5.03M
|
1.18M
$30M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-199K- 26.07% |
$4.93M - $5.38M
|
565K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-200K- 13.33% |
$4.95M - $5.4M
|
1.3M
$33.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-229K- 71.29% |
$5.66M - $6.17M
|
92K
$2.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-234K- 19.79% |
$5.79M - $6.31M
|
948K
$24.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-235K- 56.78% |
$5.81M - $6.34M
|
179K
$4.55M
|