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
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-35.7K- 42.91% |
$867K - $924K
|
47.6K
$1.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-37.9K- 97.04% |
$920K - $981K
|
1.16K
$29.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-43.2K- 71.29% |
$1.05M - $1.12M
|
17.4K
$437K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-43.7K- 32.66% |
$1.06M - $1.13M
|
90.1K
$2.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-50.4K- 66.15% |
$1.22M - $1.3M
|
25.8K
$648K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-51.5K- 21.74% |
$1.25M - $1.33M
|
185K
$4.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-52K- 31.58% |
$1.26M - $1.35M
|
113K
$2.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-54.6K- 11.77% |
$1.32M - $1.41M
|
409K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-55.1K- 52.49% |
$1.34M - $1.42M
|
49.8K
$1.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-59.6K- 10.72% |
$1.45M - $1.54M
|
497K
$12.5M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-64K- 38.13% |
$1.55M - $1.66M
|
104K
$2.61M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-73.4K- 73.34% |
$1.78M - $1.9M
|
26.7K
$671K
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-74K- 10.01% |
$1.79M - $1.91M
|
665K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-74.1K- 62.31% |
$1.8M - $1.91M
|
44.8K
$1.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-81.8K- 33.54% |
$1.98M - $2.11M
|
162K
$4.07M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-83.5K- 14.79% |
$2.03M - $2.16M
|
481K
$12.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-88.8K- 6.35% |
$2.15M - $2.3M
|
1.31M
$32.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-101K- 10.09% |
$2.44M - $2.6M
|
897K
$22.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-117K- 11.5% |
$2.83M - $3.02M
|
900K
$22.6M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-124K- 19.64% |
$3M - $3.2M
|
506K
$12.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-126K- 3.24% |
$3.05M - $3.25M
|
3.75M
$94.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-150K- 84.69% |
$3.63M - $3.87M
|
27.1K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-151K- 52.47% |
$3.67M - $3.91M
|
137K
$3.45M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-155K- 4.53% |
$3.77M - $4.01M
|
3.28M
$82.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-156K- 47.83% |
$3.78M - $4.03M
|
170K
$4.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-167K- 22.63% |
$4.04M - $4.31M
|
569K
$14.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-182K- 29.07% |
$4.42M - $4.72M
|
445K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-226K- 23.69% |
$5.49M - $5.85M
|
730K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-231K- 95.83% |
$5.6M - $5.97M
|
10.1K
$253K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-237K- 21.8% |
$5.75M - $6.13M
|
850K
$21.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-244K- 56.18% |
$5.93M - $6.32M
|
191K
$4.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-295K- 25.06% |
$7.16M - $7.63M
|
883K
$22.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-297K- 7.16% |
$7.19M - $7.67M
|
3.84M
$96.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-352K- 6.83% |
$8.53M - $9.09M
|
4.8M
$121M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-366K- 4.3% |
$8.87M - $9.45M
|
8.13M
$204M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-372K- 25.15% |
$9.03M - $9.62M
|
1.11M
$27.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-565K- 83.54% |
$13.7M - $14.6M
|
111K
$2.8M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-572K- 7.62% |
$13.9M - $14.8M
|
6.94M
$174M
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-629K- 6.72% |
$15.2M - $16.2M
|
8.72M
$219M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-913K- 14.47% |
$22.1M - $23.6M
|
5.4M
$136M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-913K- 96.38% |
$22.1M - $23.6M
|
34.3K
$863K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.01M- 34.41% |
$24.5M - $26.1M
|
1.92M
$48.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.04M- 74.32% |
$25.2M - $26.9M
|
360K
$9.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.84M- 96.75% |
$44.5M - $47.5M
|
61.7K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.41M- 83.89% |
$58.5M - $62.3M
|
463K
$11.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-719M- 100.0% |
$17.4B - $18.6B
|
5.46K
$137K
|