Purchases and Sales Made in Q1 2022 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q1 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
69.3KNew |
$1.91M - $2.04M
|
69.3K
$1.74M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
68.4K+ 10.19% |
$1.88M - $2.01M
|
739K
$18.6M
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
67.3K+ 31.2% |
$1.85M - $1.98M
|
283K
$7.11M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
66.6K+ 15.74% |
$1.83M - $1.96M
|
490K
$12.3M
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
66.4K+ 59.34% |
$1.83M - $1.96M
|
178K
$4.48M
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
65.8K+ 62.34% |
$1.81M - $1.94M
|
171K
$4.31M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65.6KNew |
$1.81M - $1.93M
|
65.6K
$1.65M
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
64.9KNew |
$1.79M - $1.91M
|
64.9K
$1.63M
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
63.7K+ 9.18% |
$1.75M - $1.88M
|
758K
$19M
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
61.1KNew |
$1.68M - $1.8M
|
61.1K
$1.53M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
56.9K+ 30.45% |
$1.57M - $1.68M
|
244K
$6.13M
|
|
Oct 04, 2022
Q1 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
50.9K+ 27.08% |
$1.4M - $1.5M
|
239K
$5.99M
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
48.2KNew |
$1.33M - $1.42M
|
48.2K
$1.21M
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
46KNew |
$1.27M - $1.36M
|
46K
$1.16M
|
|
Apr 12, 2022
Q1 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
45.4K+ 3.67% |
$1.25M - $1.34M
|
1.28M
$32.2M
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
44.5K+ 8.15% |
$1.23M - $1.31M
|
591K
$14.8M
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43.8K+ 4.53% |
$1.21M - $1.29M
|
1.01M
$25.4M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
41KNew |
$1.13M - $1.21M
|
41K
$1.03M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
40KNew |
$1.1M - $1.18M
|
40K
$1M
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
40KNew |
$1.1M - $1.18M
|
40K
$1M
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
37.5KNew |
$1.03M - $1.1M
|
37.5K
$942K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
35.5KNew |
$976K - $1.04M
|
35.5K
$891K
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
34.9K+ 2.92% |
$962K - $1.03M
|
1.23M
$30.9M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
33.8KNew |
$931K - $996K
|
33.8K
$849K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.7K+ 51.42% |
$928K - $992K
|
99.2K
$2.49M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.5K+ 4.49% |
$840K - $898K
|
709K
$17.8M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
30.2K+ 24.64% |
$831K - $888K
|
153K
$3.83M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27K+ 4.04% |
$743K - $795K
|
695K
$17.5M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26.2KNew |
$722K - $772K
|
26.2K
$658K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.5K+ 2.9% |
$702K - $750K
|
904K
$22.7M
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
25.4K+ 19.66% |
$699K - $748K
|
154K
$3.88M
|
|
May 18, 2022
Q1 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
25KNew |
$689K - $737K
|
25K
$628K
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
23.6K+ 13.1% |
$650K - $695K
|
204K
$5.12M
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
23.5K+ 2.95% |
$647K - $692K
|
820K
$20.6M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.3KNew |
$642K - $687K
|
23.3K
$586K
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
22.9K+ 8.97% |
$632K - $676K
|
279K
$7M
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
22KNew |
$605K - $647K
|
22K
$552K
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
21.6KNew |
$595K - $637K
|
21.6K
$543K
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
21.4K+ 124.52% |
$589K - $630K
|
38.6K
$969K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
21.4K+ 8.16% |
$588K - $629K
|
283K
$7.11M
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
21.1K+ 4.8% |
$582K - $623K
|
462K
$11.6M
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
20.3K+ 8.28% |
$559K - $598K
|
266K
$6.67M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.1K+ 64.8% |
$553K - $592K
|
51.1K
$1.28M
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19.3K+ 1.03% |
$531K - $568K
|
1.89M
$47.6M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19.1K+ 74.64% |
$526K - $562K
|
44.6K
$1.12M
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
17K+ 1.85% |
$470K - $502K
|
940K
$23.6M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.6K+ 124.19% |
$458K - $490K
|
30K
$753K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15.6KNew |
$429K - $459K
|
15.6K
$391K
|
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
15.6K+ 92.78% |
$429K - $459K
|
32.4K
$813K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.9KNew |
$409K - $438K
|
14.9K
$373K
|