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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
SELL
|
- |
-6.45K- 20.29% |
$178K - $190K
|
25.3K
$636K
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-6.65KClosed |
$183K - $196K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.82KClosed |
$188K - $201K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-6.82KClosed |
$188K - $201K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-6.88K- 2.4% |
$190K - $203K
|
280K
$7.04M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.04KClosed |
$194K - $208K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.35KClosed |
$202K - $217K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-7.46KClosed |
$205K - $220K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-7.47KClosed |
$206K - $220K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-7.49K- 12.92% |
$206K - $221K
|
50.5K
$1.27M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.65K- 1.02% |
$211K - $225K
|
740K
$18.6M
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-8.2KClosed |
$226K - $242K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-8.4K- 5.26% |
$231K - $247K
|
151K
$3.8M
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-8.42K- 4.46% |
$232K - $248K
|
180K
$4.53M
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-8.61KClosed |
$237K - $254K
|
0
$0
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-8.64K- 47.6% |
$238K - $255K
|
9.51K
$239K
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-9.06K- 11.13% |
$249K - $267K
|
72.3K
$1.82M
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-9.24K- 3.37% |
$254K - $272K
|
265K
$6.66M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.33K- 5.34% |
$257K - $275K
|
165K
$4.15M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.59KClosed |
$264K - $283K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-9.94KClosed |
$274K - $293K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10K- 18.37% |
$276K - $295K
|
44.5K
$1.12M
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-11.1KClosed |
$305K - $327K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-11.3K- 28.31% |
$311K - $333K
|
28.6K
$719K
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-11.4KClosed |
$314K - $336K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.4K- 10.02% |
$314K - $336K
|
103K
$2.58M
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-11.7KClosed |
$321K - $343K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11.7K- 12.93% |
$322K - $344K
|
78.7K
$1.98M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-12.3K- 59.97% |
$338K - $361K
|
8.19K
$206K
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-12.3KClosed |
$339K - $362K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-12.4K- 27.76% |
$341K - $365K
|
32.2K
$809K
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-13.1K- 4.61% |
$361K - $386K
|
271K
$6.8M
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-13.1KClosed |
$361K - $386K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-13.2KClosed |
$364K - $390K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-13.5K- 4.14% |
$372K - $398K
|
313K
$7.86M
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-14.1K- 9.81% |
$389K - $417K
|
130K
$3.26M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-15.2K- 24.92% |
$419K - $448K
|
45.8K
$1.15M
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-15.5KClosed |
$426K - $456K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-15.8K- 18.81% |
$435K - $465K
|
68.2K
$1.71M
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-16.2K- 1.73% |
$445K - $476K
|
919K
$23.1M
|
|
Apr 18, 2022
Q1 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-16.5KClosed |
$455K - $487K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.7K- 2.58% |
$459K - $491K
|
628K
$15.8M
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-17.2K- 44.1% |
$475K - $508K
|
21.8K
$549K
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.3K- 13.46% |
$475K - $508K
|
111K
$2.79M
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-17.6KClosed |
$485K - $519K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18.7KClosed |
$515K - $551K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-19.3K- 5.44% |
$531K - $568K
|
335K
$8.42M
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.6K- 2.91% |
$540K - $578K
|
655K
$16.4M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20K- 11.09% |
$552K - $590K
|
161K
$4.04M
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-20.2K- 9.35% |
$555K - $594K
|
195K
$4.91M
|