Purchases and Sales Made in Q1 2023 in Spdr Portfolio Aggregate Bond (SPAB)

SPAB Quotes by TradingView

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
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
166
New
$4.14K - $4.33K
166 $4.17K
Apr 24, 2023 Q1 2023
First Personal Financial Services

BUY
 -
160
New
$3.99K - $4.17K
160 $4.02K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
157
New
$3.91K - $4.09K
157 $3.94K
May 03, 2023 Q1 2023
Old Second National Bank Of Aurora

BUY
 -
115
+ 17.61%
$2.87K - $3K
768 $19.3K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
115
New
$2.87K - $3K
115 $2.89K
May 11, 2023 Q1 2023
Destiny Capital Corp/Co

Golden, CO
BUY
 -
107
+ 0.02%
$2.67K - $2.79K
477K $12M
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
99
New
$2.47K - $2.58K
99 $2.49K
Apr 21, 2023 Q1 2023
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
92
+ 1.11%
$2.29K - $2.4K
8.35K $210K
Apr 10, 2023 Q1 2023
Snider Financial Group

Bellevue, WA
BUY
 -
84
+ 0.57%
$2.09K - $2.19K
14.9K $374K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
72
New
$1.79K - $1.88K
72 $1.81K
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
58
+ 11.98%
$1.45K - $1.51K
542 $13.6K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
46
+ 0.21%
$1.15K - $1.2K
21.8K $548K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
44
New
$1.1K - $1.15K
44 $1.11K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
43
New
$1.07K - $1.12K
43 $1.08K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
40
+ 0.35%
$997 - $1.04K
11.5K $289K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
37
+ 0.38%
$922 - $965
9.75K $245K
May 01, 2023 Q1 2023
Iron Horse Wealth Management, LLC

BUY
 -
35
+ 0.72%
$872 - $913
4.93K $124K
May 11, 2023 Q1 2023
Shilanski & Associates, Inc.

BUY
 -
26
+ 0.1%
$648 - $678
26.2K $657K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
18
New
$449 - $469
18 $452
May 12, 2023 Q1 2023
Millington Financial Advisors, LLC

Naperville, IL
BUY
 -
11
+ 0.06%
$274 - $287
19.5K $491K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
8
+ 0.5%
$199 - $209
1.6K $40.2K
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
8
+ 0.01%
$199 - $209
57.2K $1.44M
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
6
+ 0.05%
$150 - $156
11.1K $279K
May 08, 2023 Q1 2023
Phillips Financial Management, LLC

BUY
 -
2
+ 0.45%
$49.8 - $52.2
450 $11.3K
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
2
+ 0.46%
$49.8 - $52.2
441 $11.1K
May 02, 2023 Q1 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
1
+ 1.89%
$24.9 - $26.1
54 $1.36K
Apr 27, 2023 Q1 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1
+ 0.39%
$24.9 - $26.1
255 $6.41K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1
New
$24.9 - $26.1
1 $25.1
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
0
New
$0 - $0
0 $0
May 05, 2023 Q1 2023
Scissortail Wealth Management, LLC

Tulsa, OK
SELL
 -
-3
- 0.01%
$74.8 - $78.2
49.5K $1.24M
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-15
- 32.61%
$374 - $391
31 $779
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-19
- 1.83%
$473 - $496
1.02K $25.6K
May 01, 2023 Q1 2023
Jnba Financial Advisors

SELL
 -
-20
- 1.33%
$498 - $522
1.49K $37.4K
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
SELL
 -
-21
- 77.78%
$523 - $548
6 $151
Apr 24, 2023 Q1 2023
Beacon Capital Management, Inc.

SELL
 -
-35
- 0.77%
$872 - $913
4.48K $113K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-59
- 47.97%
$1.47K - $1.54K
64 $1.61K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

SELL
 -
-71
- 0.13%
$1.77K - $1.85K
52.9K $1.33M
May 09, 2023 Q1 2023
Wedbush Securities Inc

SELL
 -
-96
- 0.96%
$2.39K - $2.5K
9.95K $250K
Apr 13, 2023 Q1 2023
Accurate Wealth Management, LLC

SELL
 -
-129
- 1.23%
$3.21K - $3.36K
10.4K $261K
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
SELL
 -
-201
- 1.11%
$5.01K - $5.24K
18K $451K
May 04, 2023 Q1 2023
Scissortail Wealth Management, LLC

Tulsa, OK
SELL
 -
-202
- 0.41%
$5.03K - $5.27K
49.5K $1.24M
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

SELL
 -
-210
- 2.09%
$5.23K - $5.48K
9.83K $247K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-246
Closed
$6.13K - $6.42K
0 $0
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-298
- 13.02%
$7.43K - $7.77K
1.99K $50K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

SELL
 -
-345
- 1.82%
$8.6K - $9K
18.6K $468K
May 02, 2023 Q1 2023
Vicus Capital

State College, PA
SELL
 -
-367
- 1.96%
$9.15K - $9.57K
18.3K $460K
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

SELL
 -
-375
- 2.71%
$9.35K - $9.78K
13.5K $338K
May 08, 2023 Q1 2023
Beaumont Financial Advisors, LLC

Needham, DE
SELL
 -
-378
- 1.23%
$9.42K - $9.86K
30.4K $764K
May 11, 2023 Q1 2023
Citigroup Inc

SELL
 -
-415
- 30.95%
$10.3K - $10.8K
926 $23.3K

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