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 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-52.4K- 61.08% |
$1.31M - $1.37M
|
33.4K
$839K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-59.9K- 31.59% |
$1.49M - $1.56M
|
130K
$3.26M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-67.9K- 7.93% |
$1.69M - $1.77M
|
788K
$19.8M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-73.7K- 84.98% |
$1.84M - $1.92M
|
13K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-77.4K- 54.84% |
$1.93M - $2.02M
|
63.7K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-85.8K- 9.53% |
$2.14M - $2.24M
|
814K
$20.4M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-86.2K- 41.68% |
$2.15M - $2.25M
|
121K
$3.03M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-93K- 64.86% |
$2.32M - $2.42M
|
50.4K
$1.26M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-96.4K- 38.9% |
$2.4M - $2.51M
|
151K
$3.8M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-103K- 20.44% |
$2.58M - $2.7M
|
402K
$10.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-115K- 13.98% |
$2.87M - $3M
|
709K
$17.8M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-116K- 12.73% |
$2.89M - $3.02M
|
794K
$19.9M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-133K- 19.05% |
$3.31M - $3.46M
|
564K
$14.2M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-136K- 88.7% |
$3.38M - $3.54M
|
17.3K
$435K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-139K- 29.99% |
$3.46M - $3.62M
|
324K
$8.14M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-162K- 28.45% |
$4.04M - $4.22M
|
407K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-181K- 95.59% |
$4.51M - $4.72M
|
8.34K
$210K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-189K- 39.57% |
$4.7M - $4.92M
|
288K
$7.24M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-189K- 39.57% |
$4.7M - $4.92M
|
288K
$7.24M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-211K- 16.54% |
$5.27M - $5.51M
|
1.07M
$26.8M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-250K- 72.83% |
$6.22M - $6.51M
|
93.1K
$2.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-264K- 86.18% |
$6.57M - $6.87M
|
42.3K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-286K- 12.29% |
$7.12M - $7.45M
|
2.04M
$51.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-286K- 8.55% |
$7.13M - $7.47M
|
3.06M
$76.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-312K- 68.22% |
$7.78M - $8.14M
|
145K
$3.65M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-332K- 84.47% |
$8.26M - $8.65M
|
61K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-353K- 61.35% |
$8.8M - $9.21M
|
223K
$5.59M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-416K- 41.49% |
$10.4M - $10.8M
|
586K
$14.7M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-575K- 95.57% |
$14.3M - $15M
|
26.7K
$670K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-590K- 78.77% |
$14.7M - $15.4M
|
159K
$3.99M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-819K- 74.97% |
$20.4M - $21.3M
|
273K
$6.86M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.11M- 99.98% |
$27.8M - $29M
|
216
$5.43K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.67M- 43.37% |
$41.5M - $43.5M
|
2.18M
$54.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.7M- 48.16% |
$42.3M - $44.2M
|
1.83M
$45.9M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.31M- 19.47% |
$82.5M - $86.3M
|
13.7M
$344M
|
|
|
May 15, 2023
Q1 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-5.53M- 63.45% |
$138M - $144M
|
3.19M
$80.1M
|