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 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-5.39K- 9.72% |
$134K - $141K
|
50.1K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.53K- 43.7% |
$138K - $144K
|
7.12K
$179K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.66K- 16.85% |
$141K - $148K
|
27.9K
$703K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5.7K- 39.75% |
$142K - $149K
|
8.64K
$217K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.13K- 5.7% |
$153K - $160K
|
101K
$2.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.43K- 13.86% |
$185K - $194K
|
46.2K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-7.97K- 37.16% |
$199K - $208K
|
13.5K
$339K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8.65K- 1.19% |
$215K - $226K
|
721K
$18.1M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-9.71K- 5.19% |
$242K - $253K
|
177K
$4.46M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.1K- 20.26% |
$252K - $263K
|
39.7K
$999K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.2K- 10.78% |
$254K - $266K
|
84.5K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.4K- 39.06% |
$258K - $270K
|
16.2K
$406K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11.5K- 17.24% |
$286K - $299K
|
55K
$1.38M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-13K- 77.83% |
$323K - $338K
|
3.69K
$92.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13K- 47.52% |
$324K - $339K
|
14.3K
$361K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13.7K- 60.17% |
$341K - $357K
|
9.05K
$228K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-15.3K- 42.18% |
$380K - $398K
|
20.9K
$526K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-16.6K- 85.51% |
$413K - $432K
|
2.81K
$70.6K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16.6K- 62.32% |
$414K - $433K
|
10K
$252K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-17.6K- 6.63% |
$438K - $458K
|
247K
$6.22M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-17.7K- 49.5% |
$442K - $463K
|
18.1K
$455K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-22.1K- 6.15% |
$551K - $576K
|
337K
$8.49M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22.4K- 18.84% |
$558K - $584K
|
96.5K
$2.43M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-22.9K- 25.06% |
$570K - $597K
|
68.4K
$1.72M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-23.9K- 5.0% |
$596K - $624K
|
454K
$11.4M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-24.2K- 51.3% |
$602K - $630K
|
22.9K
$577K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-24.2K- 51.3% |
$602K - $630K
|
22.9K
$577K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-26.9K- 61.28% |
$671K - $702K
|
17K
$428K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-27.1K- 0.5% |
$674K - $705K
|
5.37M
$135M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-27.6K- 19.39% |
$687K - $719K
|
115K
$2.88M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-28.2K- 36.29% |
$703K - $735K
|
49.5K
$1.24M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-28.4K- 75.85% |
$709K - $742K
|
9.06K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.5K- 25.6% |
$710K - $743K
|
82.8K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-29.7K- 60.08% |
$739K - $774K
|
19.7K
$496K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-31.2K- 33.09% |
$777K - $813K
|
63K
$1.59M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-31.2K- 33.09% |
$777K - $813K
|
63K
$1.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-31.3K- 74.07% |
$780K - $816K
|
11K
$276K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-34.8K- 44.27% |
$867K - $908K
|
43.8K
$1.1M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-35.3K- 2.63% |
$879K - $920K
|
1.31M
$32.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-36K- 10.66% |
$898K - $940K
|
302K
$7.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-36.9K- 4.54% |
$920K - $963K
|
776K
$19.5M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-37K- 41.51% |
$921K - $964K
|
52.1K
$1.31M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-37.5K- 30.55% |
$934K - $977K
|
85.2K
$2.14M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-37.8K- 66.29% |
$943K - $987K
|
19.2K
$484K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-39.2K- 10.59% |
$977K - $1.02M
|
331K
$8.32M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-42.6K- 4.26% |
$1.06M - $1.11M
|
956K
$24.1M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-45.2K- 30.1% |
$1.13M - $1.18M
|
105K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-47K- 10.09% |
$1.17M - $1.23M
|
419K
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-48.5K- 98.98% |
$1.21M - $1.26M
|
499
$12.5K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-49.7K- 84.19% |
$1.24M - $1.3M
|
9.33K
$235K
|