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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
33K+ 619.36% |
$800K - $853K
|
38.3K
$967K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
32.3KNew |
$783K - $835K
|
32.3K
$816K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
31.8KNew |
$770K - $821K
|
31.8K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
31.6K+ 135.73% |
$766K - $816K
|
54.9K
$1.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
30.8KNew |
$747K - $796K
|
30.8K
$777K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
30.7K+ 0.88% |
$744K - $793K
|
3.52M
$88.9M
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
30.5K+ 43.01% |
$739K - $788K
|
101K
$2.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30.4K+ 161.2% |
$736K - $785K
|
49.2K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.2K+ 51.91% |
$732K - $780K
|
88.3K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
28.9K+ 41.1% |
$701K - $747K
|
99.2K
$2.51M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
28.1K+ 55.74% |
$682K - $727K
|
78.6K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
27.8K+ 12.35% |
$674K - $719K
|
253K
$6.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
26.8K+ 285.69% |
$650K - $693K
|
36.2K
$914K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.6KNew |
$646K - $689K
|
26.6K
$673K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
26.2KNew |
$634K - $676K
|
26.2K
$661K
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
26.1KNew |
$634K - $675K
|
26.1K
$660K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
26.1K+ 244.92% |
$633K - $675K
|
36.8K
$928K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
24.9K+ 1.86% |
$603K - $643K
|
1.36M
$34.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24K+ 53.85% |
$581K - $619K
|
68.5K
$1.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22.6K+ 20194.64% |
$548K - $585K
|
22.7K
$574K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
22.1K+ 4.82% |
$537K - $572K
|
481K
$12.1M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
22.1KNew |
$536K - $571K
|
22.1K
$558K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
21.6K+ 21.68% |
$524K - $559K
|
121K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
20.8K+ 4.66% |
$503K - $536K
|
466K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.1K+ 68.5% |
$487K - $519K
|
49.4K
$1.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
19.6K+ 3.18% |
$475K - $506K
|
635K
$16M
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
19.5KNew |
$473K - $505K
|
19.5K
$493K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.5K+ 2.73% |
$449K - $479K
|
697K
$17.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
17.8KNew |
$431K - $459K
|
17.8K
$449K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 14.64% |
$410K - $437K
|
132K
$3.34M
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
16.3KNew |
$396K - $422K
|
16.3K
$412K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15.4K+ 8.28% |
$374K - $399K
|
202K
$5.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.8KNew |
$360K - $384K
|
14.8K
$375K
|
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
14.8K+ 18.12% |
$360K - $384K
|
96.7K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
14.6K+ 9.1% |
$355K - $378K
|
175K
$4.43M
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
13.8KNew |
$335K - $357K
|
13.8K
$349K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.7K+ 12.98% |
$331K - $353K
|
119K
$3M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
13.5K+ 3.05% |
$328K - $350K
|
458K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
13.5K+ 7.0% |
$326K - $348K
|
206K
$5.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
13.2K+ 6.05% |
$320K - $341K
|
231K
$5.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12.7KNew |
$307K - $327K
|
12.7K
$319K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
12.6KNew |
$305K - $325K
|
12.6K
$317K
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
12.5KNew |
$303K - $323K
|
12.5K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 6.67% |
$288K - $307K
|
190K
$4.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
11.9KNew |
$288K - $307K
|
11.9K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.1KNew |
$269K - $287K
|
11.1K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
10.7KNew |
$260K - $277K
|
10.7K
$271K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.6K+ 13.42% |
$257K - $274K
|
89.6K
$2.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.6K+ 59.38% |
$257K - $274K
|
28.4K
$718K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
10.5K+ 4.8% |
$255K - $272K
|
230K
$5.8M
|