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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.69% |
$72.8 - $77.6
|
439
$11K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.79% |
$48.5 - $51.7
|
254
$6.39K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-13- 0.96% |
$315 - $336
|
1.35K
$33.9K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 12.92% |
$1.12K - $1.19K
|
310
$7.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-68- 0.39% |
$1.65K - $1.76K
|
17.2K
$432K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-123- 1.05% |
$2.98K - $3.18K
|
11.6K
$292K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-125- 0.23% |
$3.03K - $3.23K
|
53.7K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-128- 43.54% |
$3.1K - $3.31K
|
166
$4.17K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-135Closed |
$3.27K - $3.49K
|
0
$0
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-162- 1.04% |
$3.93K - $4.19K
|
15.5K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-167- 0.33% |
$4.05K - $4.32K
|
49.7K
$1.25M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-203- 1.8% |
$4.92K - $5.25K
|
11.1K
$279K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-208- 29.97% |
$5.04K - $5.38K
|
486
$12.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-282- 5.88% |
$6.84K - $7.29K
|
4.52K
$114K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-284- 2.75% |
$6.89K - $7.34K
|
10K
$253K
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-301- 0.39% |
$7.3K - $7.78K
|
76.9K
$1.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-303- 2.0% |
$7.35K - $7.83K
|
14.8K
$373K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-310- 10.19% |
$7.52K - $8.01K
|
2.73K
$68.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-546- 1.36% |
$13.2K - $14.1K
|
39.5K
$993K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-577- 46.91% |
$14K - $14.9K
|
653
$16.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-610- 3.11% |
$14.8K - $15.8K
|
19K
$477K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-616- 7.29% |
$14.9K - $15.9K
|
7.84K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-649- 3.45% |
$15.7K - $16.8K
|
18.2K
$457K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-888- 9.08% |
$21.5K - $23K
|
8.89K
$224K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-913- 4.63% |
$22.1K - $23.6K
|
18.8K
$473K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.06K- 8.51% |
$25.6K - $27.3K
|
11.4K
$286K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.08K- 8.95% |
$26.2K - $27.9K
|
11K
$277K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.11K- 1.83% |
$26.9K - $28.7K
|
59.5K
$1.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 4.72% |
$27K - $28.8K
|
22.5K
$565K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.14K- 3.2% |
$27.7K - $29.5K
|
34.5K
$867K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.17K- 5.88% |
$28.3K - $30.2K
|
18.7K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.23K- 10.71% |
$29.7K - $31.7K
|
10.2K
$257K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-1.28K- 8.44% |
$31K - $33K
|
13.8K
$348K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.44K- 28.07% |
$35K - $37.3K
|
3.7K
$92.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.68K- 12.77% |
$40.6K - $43.3K
|
11.4K
$288K
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.79K- 9.57% |
$43.4K - $46.3K
|
16.9K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.8K- 9.77% |
$43.7K - $46.6K
|
16.6K
$419K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-1.82K- 13.13% |
$44K - $46.9K
|
12K
$302K
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-1.88K- 2.58% |
$45.5K - $48.5K
|
71K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.92K- 2.11% |
$46.4K - $49.5K
|
89K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.08K- 18.66% |
$50.4K - $53.8K
|
9.07K
$228K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.22K- 12.49% |
$53.9K - $57.4K
|
15.6K
$392K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.69K- 16.85% |
$65.3K - $69.6K
|
13.3K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-2.81K- 23.8% |
$68.2K - $72.7K
|
9K
$226K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.98K- 14.08% |
$72.3K - $77K
|
18.2K
$457K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.07K- 4.81% |
$74.5K - $79.4K
|
60.8K
$1.53M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.09K- 8.84% |
$75K - $80K
|
31.9K
$803K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-3.13K- 23.19% |
$75.9K - $80.9K
|
10.4K
$261K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.25K- 8.81% |
$78.8K - $84K
|
33.6K
$845K
|