Purchases and Sales Made in Q4 2022 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
718M+ 110860.67% |
$17.4B - $18.6B
|
719M
$18.2B
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
5.19M+ 43.98% |
$126M - $134M
|
17M
$429M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.28M+ 37.54% |
$79.7M - $84.9M
|
12M
$304M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.98MNew |
$48M - $51.2M
|
1.98M
$50M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.4M+ 338.17% |
$34M - $36.3M
|
1.82M
$45.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
1.13MNew |
$27.3M - $29.1M
|
1.13M
$28.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
900K+ 789.46% |
$21.8M - $23.3M
|
1.01M
$25.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
856KNew |
$20.7M - $22.1M
|
856K
$21.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
830K+ 31.05% |
$20.1M - $21.4M
|
3.5M
$88.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
771KNew |
$18.7M - $19.9M
|
771K
$19.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
684K+ 12530.76% |
$16.6M - $17.7M
|
690K
$17.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
614K+ 16.89% |
$14.9M - $15.9M
|
4.25M
$107M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
602KNew |
$14.6M - $15.6M
|
602K
$15.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
593K+ 380.28% |
$14.4M - $15.3M
|
748K
$18.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
536KNew |
$13M - $13.8M
|
536K
$13.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
525K+ 29.19% |
$12.7M - $13.6M
|
2.33M
$58.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
477KNew |
$11.6M - $12.3M
|
477K
$12M
|
|
|
Jan 13, 2023
Q4 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
445KNew |
$10.8M - $11.5M
|
445K
$11.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
441K+ 53.62% |
$10.7M - $11.4M
|
1.26M
$31.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
357K+ 163.02% |
$8.65M - $9.22M
|
576K
$14.5M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
345KNew |
$8.37M - $8.93M
|
345K
$8.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
334K+ 73.06% |
$8.1M - $8.63M
|
791K
$20M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
331K+ 224.46% |
$8.02M - $8.55M
|
478K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
311K+ 381.11% |
$7.54M - $8.04M
|
393K
$9.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
310KNew |
$7.51M - $8.01M
|
310K
$7.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
288K+ 9.41% |
$6.98M - $7.44M
|
3.35M
$84.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
274K+ 27.33% |
$6.65M - $7.09M
|
1.28M
$32.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
272K+ 144.53% |
$6.6M - $7.03M
|
460K
$11.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
255K+ 306.59% |
$6.18M - $6.59M
|
338K
$8.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
221K+ 86.2% |
$5.36M - $5.71M
|
477K
$12M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
216KNew |
$5.24M - $5.59M
|
216K
$5.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
216KNew |
$5.24M - $5.58M
|
216K
$5.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
205K+ 33.78% |
$4.98M - $5.31M
|
813K
$20.5M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
203K+ 75.95% |
$4.91M - $5.24M
|
469K
$11.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
202K+ 18.51% |
$4.9M - $5.23M
|
1.29M
$32.7M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
202K+ 18.51% |
$4.9M - $5.23M
|
1.29M
$32.7M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
202KNew |
$4.9M - $5.22M
|
202K
$5.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
190KNew |
$4.6M - $4.9M
|
190K
$4.79M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
189K+ 65.48% |
$4.58M - $4.88M
|
477K
$12M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
175K+ 195.96% |
$4.25M - $4.53M
|
265K
$6.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
170K+ 98.17% |
$4.12M - $4.39M
|
343K
$8.65M
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
168KNew |
$4.08M - $4.35M
|
168K
$4.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
160K+ 75.25% |
$3.88M - $4.14M
|
373K
$9.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
155K+ 639.51% |
$3.76M - $4.01M
|
179K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
154K+ 19.78% |
$3.74M - $3.98M
|
933K
$23.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
150K+ 154.26% |
$3.64M - $3.88M
|
248K
$6.25M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
139K+ 6.95% |
$3.37M - $3.59M
|
2.14M
$53.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
135KNew |
$3.28M - $3.49M
|
135K
$3.41M
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
133K+ 36.45% |
$3.22M - $3.43M
|
497K
$12.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
127K+ 32.36% |
$3.08M - $3.28M
|
519K
$13.1M
|