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 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$255K - $272K
|
10.5K
$267K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.2K+ 13.12% |
$248K - $265K
|
88.2K
$2.24M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
10.1KNew |
$246K - $262K
|
10.1K
$258K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
9.71KNew |
$235K - $251K
|
9.71K
$247K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.48K+ 12.27% |
$230K - $245K
|
86.8K
$2.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
9.41KNew |
$228K - $243K
|
9.41K
$239K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
9.32KNew |
$226K - $241K
|
9.32K
$237K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.2KNew |
$223K - $238K
|
9.2K
$234K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
9.07KNew |
$220K - $234K
|
9.07K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.05K+ 21.69% |
$219K - $234K
|
50.8K
$1.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.89KNew |
$216K - $230K
|
8.89K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.77K+ 18.11% |
$213K - $227K
|
57.2K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
8.74KNew |
$212K - $226K
|
8.74K
$222K
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
8.48K+ 1.27% |
$206K - $219K
|
679K
$17.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
8.35KNew |
$202K - $216K
|
8.35K
$212K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.34KNew |
$202K - $216K
|
8.34K
$212K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
8.31KNew |
$201K - $215K
|
8.31K
$211K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
8.31KNew |
$201K - $215K
|
8.31K
$211K
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
8.26KNew |
$200K - $213K
|
8.26K
$210K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.95K+ 69.63% |
$193K - $206K
|
19.4K
$493K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.54K+ 8.9% |
$183K - $195K
|
92.3K
$2.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
7.42K+ 52.87% |
$180K - $192K
|
21.4K
$546K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7.25KNew |
$176K - $187K
|
7.25K
$184K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
6.76K+ 2.19% |
$164K - $175K
|
315K
$8.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.69K+ 11.51% |
$162K - $173K
|
64.8K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.24K+ 7.57% |
$151K - $161K
|
88.8K
$2.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
6.19KNew |
$150K - $160K
|
6.19K
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.97K+ 6.73% |
$145K - $154K
|
94.7K
$2.41M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5.86K+ 47.14% |
$142K - $151K
|
18.3K
$465K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
5.83KNew |
$141K - $151K
|
5.83K
$148K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.56K+ 62.71% |
$135K - $144K
|
14.4K
$367K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.48K+ 1.04% |
$133K - $142K
|
530K
$13.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5.16KNew |
$125K - $133K
|
5.16K
$131K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
4.97K+ 21.09% |
$120K - $128K
|
28.5K
$725K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.96KNew |
$120K - $128K
|
4.96K
$126K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.82KNew |
$117K - $124K
|
4.82K
$122K
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
4.74K+ 5.44% |
$115K - $122K
|
91.9K
$2.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.61K+ 5.87% |
$112K - $119K
|
83.2K
$2.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.59K+ 9.36% |
$111K - $119K
|
53.6K
$1.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.49K+ 3.03% |
$109K - $116K
|
153K
$3.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.46K+ 54.32% |
$108K - $115K
|
12.7K
$322K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4.17K+ 28.52% |
$101K - $108K
|
18.8K
$478K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4.05K+ 18.04% |
$98.2K - $105K
|
26.5K
$674K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.99K+ 35.42% |
$96.6K - $103K
|
15.2K
$388K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.83K+ 0.87% |
$92.9K - $99.1K
|
445K
$11.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.66K+ 16.43% |
$88.8K - $94.6K
|
25.9K
$660K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3.57K+ 271.37% |
$86.7K - $92.4K
|
4.89K
$124K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.47K+ 5.72% |
$84.1K - $89.7K
|
64.2K
$1.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.4K+ 1.22% |
$82.4K - $87.8K
|
283K
$7.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.17K+ 5.16% |
$76.9K - $82K
|
64.6K
$1.64M
|