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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-469- 6.4% |
$11.7K - $12.2K
|
6.86K
$172K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-487- 0.63% |
$12.1K - $12.7K
|
76.4K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-493- 5.48% |
$12.3K - $12.9K
|
8.51K
$214K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-511- 23.01% |
$12.7K - $13.3K
|
1.71K
$43K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-542- 8.76% |
$13.5K - $14.1K
|
5.65K
$142K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-624- 0.6% |
$15.6K - $16.3K
|
104K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-626- 34.62% |
$15.6K - $16.3K
|
1.18K
$29.7K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-820- 3.16% |
$20.4K - $21.4K
|
25.1K
$632K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-856- 1.44% |
$21.3K - $22.3K
|
58.6K
$1.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-893- 3.97% |
$22.3K - $23.3K
|
21.6K
$543K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-906- 8.16% |
$22.6K - $23.6K
|
10.2K
$256K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-930- 8.45% |
$23.2K - $24.3K
|
10.1K
$253K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-969- 2.48% |
$24.1K - $25.3K
|
38.1K
$958K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-977- 5.35% |
$24.3K - $25.5K
|
17.3K
$435K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1K- 7.33% |
$25K - $26.2K
|
12.7K
$319K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.1K- 1.01% |
$27.3K - $28.6K
|
107K
$2.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.2K- 57.87% |
$29.9K - $31.2K
|
872
$21.9K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.3K- 15.58% |
$32.4K - $33.9K
|
7.04K
$177K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.32K- 97.92% |
$32.8K - $34.4K
|
28
$704
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.36K- 2.2% |
$33.9K - $35.5K
|
60.3K
$1.52M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.37K- 8.07% |
$34K - $35.6K
|
15.6K
$391K
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.38K- 0.26% |
$34.3K - $35.9K
|
524K
$13.2M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 71.84% |
$35.3K - $36.9K
|
555
$14K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.46K- 14.72% |
$36.4K - $38.1K
|
8.45K
$213K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.47K- 0.5% |
$36.6K - $38.3K
|
291K
$7.32M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.47K- 12.84% |
$36.6K - $38.3K
|
9.98K
$251K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.66K- 1.84% |
$41.2K - $43.2K
|
88.5K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1.7K- 14.13% |
$42.3K - $44.2K
|
10.3K
$259K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.72K- 11.02% |
$42.8K - $44.8K
|
13.9K
$349K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.84K- 5.01% |
$45.9K - $48K
|
34.9K
$879K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.92K- 10.57% |
$47.8K - $50K
|
16.2K
$408K
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.92K- 0.31% |
$47.9K - $50.1K
|
627K
$15.8M
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 1.16% |
$48.6K - $50.9K
|
166K
$4.17M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.98K- 1.18% |
$49.4K - $51.7K
|
166K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.21K- 0.34% |
$55K - $57.6K
|
652K
$16.4M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-2.35K- 32.43% |
$58.6K - $61.3K
|
4.9K
$123K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.51K- 16.25% |
$62.6K - $65.5K
|
12.9K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.87K- 14.35% |
$71.6K - $75K
|
17.2K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.05K- 1.88% |
$76K - $79.5K
|
159K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.13K- 10.88% |
$78K - $81.7K
|
25.6K
$645K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.49K- 19.17% |
$86.9K - $90.9K
|
14.7K
$370K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.57K- 74.16% |
$89K - $93.1K
|
1.24K
$31.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.61K- 1.56% |
$90K - $94.2K
|
228K
$5.73M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.95K- 6.46% |
$98.5K - $103K
|
57.2K
$1.44M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4.12K- 52.6% |
$103K - $108K
|
3.72K
$93.4K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.15K- 27.25% |
$103K - $108K
|
11.1K
$279K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.28K- 32.23% |
$107K - $112K
|
9K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.33K- 34.18% |
$108K - $113K
|
8.33K
$210K
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-4.44K- 30.35% |
$111K - $116K
|
10.2K
$256K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.14K- 4.67% |
$128K - $134K
|
105K
$2.64M
|