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 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-25K- 70.04% |
$689K - $738K
|
10.7K
$269K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-26.3K- 1.48% |
$725K - $776K
|
1.76M
$44.2M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-26.5K- 11.77% |
$729K - $780K
|
198K
$4.99M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-31.5KClosed |
$868K - $929K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-33.2KClosed |
$916K - $979K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-33.4K- 24.31% |
$921K - $985K
|
104K
$2.62M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-36.9K- 9.7% |
$1.02M - $1.09M
|
344K
$8.64M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-41.6K- 48.93% |
$1.14M - $1.22M
|
43.4K
$1.09M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-42.7K- 33.97% |
$1.18M - $1.26M
|
83.1K
$2.09M
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-46.5K- 56.05% |
$1.28M - $1.37M
|
36.5K
$917K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-47.2K- 43.14% |
$1.3M - $1.39M
|
62.2K
$1.56M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-47.3K- 57.07% |
$1.3M - $1.39M
|
35.6K
$895K
|
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-47.5K- 9.7% |
$1.31M - $1.4M
|
442K
$11.1M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-48.1K- 17.53% |
$1.32M - $1.42M
|
226K
$5.69M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-51.2K- 10.58% |
$1.41M - $1.51M
|
433K
$10.9M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-54.8K- 52.75% |
$1.51M - $1.61M
|
49.1K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-56.9K- 49.53% |
$1.57M - $1.68M
|
58K
$1.46M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-56.9K- 23.34% |
$1.57M - $1.68M
|
187K
$4.7M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-61K- 3.83% |
$1.68M - $1.8M
|
1.53M
$38.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-63.1K- 49.64% |
$1.74M - $1.86M
|
64K
$1.61M
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-64.6K- 47.81% |
$1.78M - $1.9M
|
70.5K
$1.77M
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-66K- 60.57% |
$1.82M - $1.94M
|
43K
$1.08M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-67.2K- 32.06% |
$1.85M - $1.98M
|
142K
$3.58M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-70.8K- 65.82% |
$1.95M - $2.09M
|
36.8K
$925K
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-78.6K- 4.94% |
$2.17M - $2.32M
|
1.51M
$38.1M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-80.1K- 9.14% |
$2.2M - $2.36M
|
796K
$20M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-80.9K- 23.46% |
$2.23M - $2.38M
|
264K
$6.64M
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-87.5K- 6.04% |
$2.41M - $2.58M
|
1.36M
$34.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-97.5K- 71.96% |
$2.69M - $2.87M
|
38K
$956K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-98.2K- 11.52% |
$2.7M - $2.89M
|
754K
$19M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-101K- 20.88% |
$2.77M - $2.97M
|
382K
$9.6M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-102KClosed |
$2.8M - $3M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-123K- 59.38% |
$3.39M - $3.63M
|
84.3K
$2.12M
|
|
|
Oct 23, 2024
Q1 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-128K- 80.64% |
$3.53M - $3.78M
|
30.8K
$775K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-139K- 5.69% |
$3.83M - $4.1M
|
2.3M
$57.9M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-139K- 91.1% |
$3.83M - $4.1M
|
13.6K
$342K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-144K- 97.45% |
$3.97M - $4.25M
|
3.77K
$94.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-145K- 15.47% |
$3.99M - $4.27M
|
792K
$19.9M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-148K- 29.34% |
$4.07M - $4.35M
|
356K
$8.94M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-155K- 97.72% |
$4.28M - $4.58M
|
3.63K
$91.3K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-168K- 71.79% |
$4.63M - $4.95M
|
66.1K
$1.66M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-173K- 40.02% |
$4.78M - $5.11M
|
260K
$6.54M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-189K- 42.27% |
$5.21M - $5.58M
|
258K
$6.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-218K- 48.47% |
$6M - $6.42M
|
232K
$5.83M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-221K- 63.03% |
$6.09M - $6.52M
|
130K
$3.26M
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-229KClosed |
$6.31M - $6.75M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-233K- 29.18% |
$6.43M - $6.88M
|
567K
$14.3M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-241KClosed |
$6.63M - $7.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-244K- 14.4% |
$6.73M - $7.2M
|
1.45M
$36.5M
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-252K- 87.28% |
$6.95M - $7.44M
|
36.8K
$925K
|