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 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.57K- 0.71% |
$86.5K - $92.3K
|
496K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.64K- 0.75% |
$88.2K - $94K
|
478K
$12.1M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3.78K- 43.52% |
$91.6K - $97.7K
|
4.9K
$124K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.04K- 5.14% |
$97.9K - $104K
|
74.5K
$1.88M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-4.07K- 1.37% |
$98.6K - $105K
|
292K
$7.38M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.17K- 23.37% |
$101K - $108K
|
13.7K
$345K
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4.29K- 2.49% |
$104K - $111K
|
168K
$4.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.3K- 7.5% |
$104K - $111K
|
53K
$1.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-4.46K- 73.67% |
$108K - $115K
|
1.59K
$40.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-4.5K- 3.71% |
$109K - $116K
|
117K
$2.95M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.74K- 17.01% |
$115K - $123K
|
23.1K
$584K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5.23K- 14.07% |
$127K - $135K
|
32K
$807K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-5.51K- 3.21% |
$134K - $142K
|
166K
$4.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.92K- 11.03% |
$144K - $153K
|
47.8K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6.02K- 1.14% |
$146K - $156K
|
521K
$13.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.17K- 13.2% |
$150K - $159K
|
40.5K
$1.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.63K- 1.08% |
$161K - $171K
|
608K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.92K- 0.8% |
$168K - $179K
|
855K
$21.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-7.02K- 8.29% |
$170K - $181K
|
77.7K
$1.96M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.12K- 79.75% |
$173K - $184K
|
1.81K
$45.7K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.36K- 1.37% |
$179K - $190K
|
530K
$13.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-7.67K- 4.59% |
$186K - $198K
|
159K
$4.03M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-7.91K- 27.87% |
$192K - $204K
|
20.5K
$517K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-7.95K- 12.55% |
$193K - $206K
|
55.4K
$1.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.45K- 23.62% |
$205K - $218K
|
27.3K
$690K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-9.22K- 12.17% |
$224K - $238K
|
66.5K
$1.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-9.39K- 48.65% |
$228K - $243K
|
9.91K
$250K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-9.5KClosed |
$230K - $245K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-9.51K- 8.17% |
$230K - $246K
|
107K
$2.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-9.78K- 3.68% |
$237K - $253K
|
256K
$6.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-10.2K- 20.64% |
$246K - $263K
|
39.1K
$986K
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-10.4K- 41.46% |
$251K - $268K
|
14.6K
$369K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.6K- 49.33% |
$257K - $274K
|
10.9K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-11.2K- 43.9% |
$272K - $290K
|
14.3K
$362K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11.6K- 36.64% |
$281K - $299K
|
20K
$506K
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-12.2K- 54.51% |
$295K - $314K
|
10.1K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-14.3K- 18.89% |
$346K - $369K
|
61.3K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15.2K- 24.38% |
$368K - $393K
|
47.1K
$1.19M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15.2K- 24.38% |
$368K - $393K
|
47.1K
$1.19M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-16.2K- 5.68% |
$393K - $419K
|
269K
$6.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-20.2K- 9.74% |
$490K - $522K
|
187K
$4.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-21.2K- 30.21% |
$514K - $548K
|
49K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-22.6K- 4.13% |
$549K - $585K
|
525K
$13.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-27.2K- 53.93% |
$660K - $704K
|
23.3K
$588K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-27.5K- 17.69% |
$668K - $712K
|
128K
$3.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-30.2K- 2.93% |
$732K - $781K
|
999K
$25.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-30.9K- 11.32% |
$749K - $799K
|
242K
$6.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-33.5K- 10.99% |
$811K - $865K
|
271K
$6.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-35.6K- 10.43% |
$864K - $921K
|
306K
$7.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-35.7K- 42.91% |
$867K - $924K
|
47.6K
$1.2M
|