Purchases and Sales Made in Q2 2022 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q2 2022. 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 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-444K- 35.31% |
$11.4M - $12.3M
|
813K
$20.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-500KClosed |
$12.8M - $13.9M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-517K- 48.96% |
$13.3M - $14.3M
|
539K
$13.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-550K- 40.4% |
$14.1M - $15.2M
|
811K
$20.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-758KClosed |
$19.4M - $21M
|
0
$0
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-910K- 94.54% |
$23.4M - $25.2M
|
52.5K
$1.32M
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-935K- 13.5% |
$24M - $25.9M
|
5.99M
$151M
|
|
|
Jul 12, 2022
Q2 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.27M- 99.4% |
$32.7M - $35.3M
|
7.7K
$193K
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-1.46M- 97.4% |
$37.6M - $40.6M
|
39K
$980K
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.52M- 99.23% |
$39M - $42.1M
|
11.7K
$295K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.97M- 82.88% |
$76.2M - $82.3M
|
614K
$15.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.36M- 78.42% |
$112M - $121M
|
1.2M
$30.1M
|