Purchases and Sales Made in Q3 2022 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.8K- 5.66% |
$69.3K - $75.7K
|
46.7K
$1.17M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-3.04K- 69.79% |
$75.3K - $82.1K
|
1.32K
$33.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.35K- 4.24% |
$82.9K - $90.4K
|
75.6K
$1.9M
|
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3.54K- 39.13% |
$87.7K - $95.7K
|
5.51K
$139K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.82K- 16.31% |
$94.5K - $103K
|
19.6K
$493K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.88K- 43.04% |
$96.1K - $105K
|
5.14K
$129K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.94K- 12.18% |
$97.4K - $106K
|
28.4K
$714K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-4.03K- 91.2% |
$99.7K - $109K
|
389
$9.78K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.13K- 2.58% |
$102K - $111K
|
156K
$3.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.2K- 11.1% |
$104K - $113K
|
33.7K
$846K
|
|
|
Oct 23, 2024
Q3 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-4.69K- 5.11% |
$116K - $127K
|
87.1K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-4.73K- 4.53% |
$117K - $128K
|
99.7K
$2.51M
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-4.88K- 33.94% |
$121K - $132K
|
9.5K
$239K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.12K- 4.47% |
$127K - $138K
|
109K
$2.75M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.2K- 8.81% |
$129K - $141K
|
53.8K
$1.35M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-5.27K- 0.38% |
$130K - $142K
|
1.4M
$35.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-5.33K- 96.86% |
$132K - $144K
|
173
$4.35K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.33K- 0.57% |
$132K - $144K
|
932K
$23.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.43K- 24.62% |
$134K - $146K
|
16.6K
$418K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.52K- 7.79% |
$161K - $176K
|
77.3K
$1.94M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-6.61K- 55.88% |
$164K - $178K
|
5.22K
$131K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.78K- 16.0% |
$168K - $183K
|
35.6K
$895K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.11K- 2.04% |
$176K - $192K
|
341K
$8.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-7.44K- 47.45% |
$184K - $201K
|
8.23K
$207K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7.9K- 44.73% |
$195K - $213K
|
9.76K
$245K
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-8.04K- 36.77% |
$199K - $217K
|
13.8K
$348K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.08K- 6.84% |
$200K - $218K
|
110K
$2.77M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.23K- 8.83% |
$204K - $222K
|
84.9K
$2.14M
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-8.37K- 18.37% |
$207K - $226K
|
37.2K
$935K
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-8.68K- 3.2% |
$215K - $234K
|
262K
$6.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.79K- 28.78% |
$242K - $264K
|
24.2K
$609K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.87K- 11.23% |
$244K - $266K
|
78K
$1.96M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-10.1K- 3.42% |
$250K - $272K
|
285K
$7.17M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-11.5K- 18.98% |
$285K - $311K
|
49.2K
$1.24M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-12.4K- 38.18% |
$306K - $334K
|
20K
$504K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-12.8K- 14.49% |
$317K - $346K
|
75.7K
$1.9M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12.8K- 2.39% |
$318K - $347K
|
525K
$13.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.2K- 11.2% |
$327K - $357K
|
105K
$2.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-13.3K- 29.57% |
$328K - $358K
|
31.6K
$795K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-13.5KClosed |
$335K - $366K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14K- 2.22% |
$346K - $377K
|
615K
$15.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-14.1K- 4.42% |
$349K - $380K
|
305K
$7.66M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-14.2K- 4.73% |
$351K - $383K
|
286K
$7.19M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-14.2K- 36.55% |
$352K - $384K
|
24.7K
$621K
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-14.6K- 9.87% |
$363K - $395K
|
134K
$3.37M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-15.3K- 8.34% |
$378K - $413K
|
168K
$4.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-16.4K- 43.0% |
$406K - $443K
|
21.8K
$547K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.6K- 15.73% |
$410K - $447K
|
88.7K
$2.23M
|
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-17.1K- 0.23% |
$423K - $461K
|
7.51M
$189M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17.5K- 41.32% |
$433K - $472K
|
24.8K
$625K
|