Purchases and Sales Made in Q2 2023 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-42.5K- 8.49% |
$1.07M - $1.11M
|
459K
$11.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-46.5K- 27.93% |
$1.17M - $1.21M
|
120K
$3.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52.5K- 0.64% |
$1.32M - $1.36M
|
8.12M
$204M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-61.6K- 47.62% |
$1.55M - $1.6M
|
67.7K
$1.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-69.6K- 9.67% |
$1.76M - $1.81M
|
650K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-75.5K- 18.54% |
$1.9M - $1.96M
|
332K
$8.34M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-79.9K- 86.58% |
$2.02M - $2.08M
|
12.4K
$311K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-80.6K- 1.54% |
$2.03M - $2.1M
|
5.17M
$130M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-81.5K- 79.93% |
$2.06M - $2.12M
|
20.5K
$514K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-91.1K- 15.39% |
$2.3M - $2.37M
|
501K
$12.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-91.4K- 30.26% |
$2.31M - $2.38M
|
211K
$5.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-91.9K- 14.66% |
$2.32M - $2.39M
|
535K
$13.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-94.5K- 32.78% |
$2.38M - $2.46M
|
194K
$4.87M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-120K- 8.5% |
$3.02M - $3.11M
|
1.29M
$32.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-121K- 28.98% |
$3.06M - $3.16M
|
297K
$7.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-126K- 2.72% |
$3.18M - $3.28M
|
4.51M
$113M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-127K- 15.99% |
$3.2M - $3.3M
|
667K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-136K- 9.46% |
$3.44M - $3.54M
|
1.3M
$32.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-152K- 11.21% |
$3.83M - $3.95M
|
1.2M
$30.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-157K- 87.81% |
$3.96M - $4.09M
|
21.8K
$548K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-171K- 5.04% |
$4.32M - $4.46M
|
3.23M
$81.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-174K- 5.69% |
$4.39M - $4.53M
|
2.89M
$72.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-177K- 34.99% |
$4.47M - $4.61M
|
329K
$8.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-178K- 8.84% |
$4.48M - $4.62M
|
1.83M
$46M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-315K- 5.86% |
$7.93M - $8.18M
|
5.06M
$127M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-517K- 87.62% |
$13M - $13.4M
|
73K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-843K- 41.33% |
$21.3M - $21.9M
|
1.2M
$30.1M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-10.1M- 73.76% |
$255M - $263M
|
3.59M
$90.2M
|