Purchases and Sales Made in Q4 2022 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
2.5K+ 8.51% |
$60.6K - $64.6K
|
31.9K
$802K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.43K+ 6.09% |
$58.9K - $62.7K
|
42.3K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.38KNew |
$57.8K - $61.6K
|
2.38K
$60K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
2.21K+ 6.76% |
$53.5K - $57.1K
|
34.9K
$877K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.2K+ 0.34% |
$53.4K - $56.9K
|
654K
$16.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.19K+ 6.5% |
$53.1K - $56.6K
|
35.8K
$901K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
2K+ 4.44% |
$48.5K - $51.7K
|
47K
$1.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.97KNew |
$47.7K - $50.8K
|
1.97K
$49.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.71K+ 18.4% |
$41.5K - $44.2K
|
11K
$277K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.53K+ 9.2% |
$37.1K - $39.5K
|
18.1K
$456K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.51KNew |
$36.7K - $39.1K
|
1.51K
$38K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.21K+ 140.7% |
$29.3K - $31.3K
|
2.07K
$52.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1.17K+ 675.14% |
$28.3K - $30.2K
|
1.34K
$33.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.12K+ 10.09% |
$27.1K - $28.9K
|
12.2K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.12KNew |
$27.1K - $28.8K
|
1.12K
$28.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.04KNew |
$25.2K - $26.9K
|
1.04K
$26.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.02K+ 85.08% |
$24.8K - $26.4K
|
2.22K
$55.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
973New |
$23.6K - $25.2K
|
973
$24.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
951+ 3.42% |
$23.1K - $24.6K
|
28.8K
$724K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
913+ 4.96% |
$22.1K - $23.6K
|
19.3K
$485K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
901+ 6.11% |
$21.8K - $23.3K
|
15.7K
$394K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
881+ 6.29% |
$21.4K - $22.8K
|
14.9K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
850+ 2.7% |
$20.6K - $22K
|
32.3K
$813K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
751+ 0.95% |
$18.2K - $19.4K
|
79.8K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
739New |
$17.9K - $19.1K
|
739
$18.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
621+ 5.65% |
$15.1K - $16.1K
|
11.6K
$292K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
541+ 5.69% |
$13.1K - $14K
|
10K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
482+ 4.22% |
$11.7K - $12.5K
|
11.9K
$300K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
472+ 0.49% |
$11.4K - $12.2K
|
95.9K
$2.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
389+ 100.0% |
$9.43K - $10.1K
|
778
$19.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
330+ 2.48% |
$8K - $8.53K
|
13.6K
$342K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
246New |
$5.97K - $6.36K
|
246
$6.19K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
229New |
$5.55K - $5.92K
|
229
$5.76K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
212New |
$5.14K - $5.48K
|
212
$5.33K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
195+ 26.1% |
$4.73K - $5.04K
|
942
$23.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
186+ 1.65% |
$4.51K - $4.81K
|
11.5K
$288K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
123+ 1.48% |
$2.98K - $3.18K
|
8.42K
$212K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
80+ 0.48% |
$1.94K - $2.07K
|
16.9K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 0.73% |
$1.7K - $1.81K
|
9.71K
$244K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
44New |
$1.07K - $1.14K
|
44
$1.11K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
40+ 2.72% |
$970 - $1.03K
|
1.51K
$38K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36+ 8.04% |
$873 - $931
|
484
$12.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
35New |
$849 - $905
|
35
$880
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30+ 0.4% |
$728 - $776
|
7.56K
$190K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$606 - $646
|
25
$629
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
25+ 0.11% |
$606 - $646
|
21.8K
$548K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 350.0% |
$509 - $543
|
27
$679
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 0.14% |
$243 - $259
|
7.33K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6New |
$146 - $155
|
6
$151
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
4+ 0.9% |
$97 - $103
|
448
$11.3K
|