Purchases and Sales Made in Q1 2023 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q1 2023. 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 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
71K+ 706.17% |
$1.77M - $1.85M
|
81.1K
$2.04M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
67.8KNew |
$1.69M - $1.77M
|
67.8K
$1.7M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
66.1K+ 30.64% |
$1.65M - $1.73M
|
282K
$7.08M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
65.9K+ 49.82% |
$1.64M - $1.72M
|
198K
$4.98M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
65.5K+ 25.55% |
$1.63M - $1.71M
|
322K
$8.08M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
63.3K+ 52.18% |
$1.58M - $1.65M
|
185K
$4.64M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
62.8K+ 140.25% |
$1.57M - $1.64M
|
108K
$2.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
58.3K+ 4.5% |
$1.45M - $1.52M
|
1.35M
$34M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
57.9KNew |
$1.44M - $1.51M
|
57.9K
$1.45M
|
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
56.8K+ 50.42% |
$1.42M - $1.48M
|
170K
$4.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
56.6KNew |
$1.41M - $1.48M
|
56.6K
$1.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
54.1K+ 10.1% |
$1.35M - $1.41M
|
590K
$14.8M
|
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
50.5K+ 54.97% |
$1.26M - $1.32M
|
142K
$3.58M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
49.9K+ 81.46% |
$1.24M - $1.3M
|
111K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
49.4K+ 4.87% |
$1.23M - $1.29M
|
1.06M
$26.7M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.1K+ 0.58% |
$1.17M - $1.23M
|
8.18M
$205M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
46.4K+ 44.45% |
$1.16M - $1.21M
|
151K
$3.79M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
46.1K+ 295.75% |
$1.15M - $1.2M
|
61.7K
$1.55M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
42.5K+ 51.53% |
$1.06M - $1.11M
|
125K
$3.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41.5K+ 47.04% |
$1.03M - $1.08M
|
130K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40.6K+ 45.73% |
$1.01M - $1.06M
|
129K
$3.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
36.8K+ 363.14% |
$918K - $961K
|
47K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.8K+ 31.22% |
$917K - $960K
|
155K
$3.89M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
35.7K+ 51.95% |
$890K - $932K
|
105K
$2.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
34.6KNew |
$861K - $902K
|
34.6K
$868K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
32.4K+ 7.6% |
$808K - $846K
|
459K
$11.5M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
32.2K+ 93.81% |
$802K - $839K
|
66.5K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
30.8K+ 6.44% |
$768K - $804K
|
509K
$12.8M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
30K+ 6.75% |
$749K - $783K
|
475K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
29.9K+ 9.32% |
$745K - $780K
|
351K
$8.81M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
29.6K+ 4.3% |
$739K - $773K
|
719K
$18.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
28.7K+ 5.76% |
$714K - $748K
|
526K
$13.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.7K+ 40.48% |
$691K - $723K
|
96.2K
$2.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
27.1K+ 70.69% |
$675K - $706K
|
65.4K
$1.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
27K+ 3.49% |
$672K - $703K
|
798K
$20.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
26.7K+ 5.38% |
$665K - $696K
|
523K
$13.1M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.2K+ 176.53% |
$653K - $684K
|
41.1K
$1.03M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
25.6K+ 515.56% |
$637K - $666K
|
30.5K
$766K
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
25.4K+ 8.05% |
$632K - $662K
|
341K
$8.56M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
24.4K+ 1.23% |
$608K - $636K
|
2M
$50.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
24K+ 3.77% |
$597K - $625K
|
659K
$16.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.9K+ 119.33% |
$596K - $624K
|
44K
$1.1M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.9KNew |
$545K - $571K
|
21.9K
$550K
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
21.5KNew |
$536K - $561K
|
21.5K
$540K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
21.5K+ 255.03% |
$535K - $560K
|
29.9K
$751K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21.4K+ 10.6% |
$534K - $559K
|
223K
$5.61M
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
19.6K+ 2.89% |
$488K - $511K
|
698K
$17.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
19.5K+ 12.25% |
$487K - $509K
|
179K
$4.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
19.3K+ 9.54% |
$480K - $502K
|
221K
$5.55M
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
19.1KNew |
$476K - $498K
|
19.1K
$480K
|